Baker Boyer Bancorp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Baker Boyer Bancorp)
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 Boyer Bancorp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Baker Boyer Bancorp under EIN 91-1334541 and plan number 002. The latest loaded filing year is 2023. The filing reports 366 participants and $70,737,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Boyer Bancorp
- EIN
- 91-1334541
- Plan number
- 002
- Plan type
- 2
- Location
- Walla Walla, WA
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $70,737,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20240628113119NAL0000580593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,737,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,737,072
- Net assets (BOY)
- $60,327,294
Income & contributions
- Employer contributions
- $1,673,974
- Participant contributions
- $1,201,543
- Total contributions
- $2,891,116
- Total income / additions
- $13,019,673
Expenses & distributions
- Benefits paid
- $2,514,414
- Administrative expenses
- $82,967
- Total expenses
- $2,609,895
- Net increase / (decrease)
- $10,409,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administrativesrvcsinc | NONE | $67,917 | $0 | 2023 |
| Clark Nuber, Ps | NONE | $15,050 | not reported in the loaded dataset | 2023 |