Who sponsors the Baker Companies 401(K) Plan?

Baker Companies 401(K) Plan is reported as sponsored by Baker Construction Enterprises Inc. (EIN 81-4294887, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Baker Companies 401(K) Plan?

The latest Form 5500 filing year loaded for Baker Companies 401(K) Plan is 2023.

How many participants does Baker Companies 401(K) Plan report?

Baker Companies 401(K) Plan reports 8,080 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Baker Companies 401(K) Plan?

Baker Companies 401(K) Plan reports $151,094,756 in end-of-year plan assets in its latest loaded Form 5500 filing.

Baker Companies 401(K) Plan — Form 5500 plan (Baker Construction Enterprises Inc.)

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, Baker Companies 401(K) Plan is a benefit plan reported by Baker Construction Enterprises Inc. under EIN 81-4294887 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,080 participants and $151,094,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Baker Construction Enterprises Inc.
EIN: 81-4294887
Plan number: 002
Plan type: 2
Location: Monroe, OH
Latest filing year: 2023
Participants: 8,080
End-of-year plan assets: $151,094,756

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	8,080	H, C	20240812130431NAL0005174211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $151,094,756
Total liabilities (EOY): $0
Net assets (EOY): $151,094,756
Net assets (BOY): $123,740,107

Income & contributions

Employer contributions: $4,794,620
Participant contributions: $11,084,529
Total contributions: $18,259,715
Total income / additions: $40,920,778

Expenses & distributions

Benefits paid: $13,482,683
Administrative expenses: $60,232
Total expenses: $13,566,129
Net increase / (decrease): $27,354,649

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Global Retirement Partners LLC	ADVISOR	$42,586	not reported in the loaded dataset	2023
Strategic Advisors, Inc.	ADVISOR	$25,746	not reported in the loaded dataset	2023
Forvis	ACCOUNTANT/AUDITOR	$25,331	not reported in the loaded dataset	2023
Fidelity Investments Institutional	RECORDKEEPER	-$32,831	$0	2023