Plan5500

T. Baker Smith, LLC 401(K) Plan — Form 5500 plan (T. Baker Smith, LLC.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, T. Baker Smith, LLC 401(K) Plan is a benefit plan reported by T. Baker Smith, LLC. under EIN 72-0627831 and plan number 003. The latest loaded filing year is 2023. The filing reports 319 participants and $35,690,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
T. Baker Smith, LLC.
EIN
72-0627831
Plan number
003
Plan type
2
Location
Houma, LA
Latest filing year
2023
Participants
319
End-of-year plan assets
$35,690,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20240906111800NAL0001852658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,690,566
Total liabilities (EOY)
$0
Net assets (EOY)
$35,690,566
Net assets (BOY)
$30,848,221

Income & contributions

Employer contributions
$453,385
Participant contributions
$1,733,689
Total contributions
$2,322,897
Total income / additions
$7,845,899

Expenses & distributions

Benefits paid
$2,891,959
Administrative expenses
$103,599
Total expenses
$3,003,554
Net increase / (decrease)
$4,842,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stokes Family Office LLCADVISOR$57,348not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$46,251$02023

Related Form 5500 pages