Baker Electric 401(K) Retirement Savings Plan V — Form 5500 plan (Baker Electric & Renewables 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, Baker Electric 401(K) Retirement Savings Plan V is a benefit plan reported by Baker Electric & Renewables LLC under EIN 95-1853701 and plan number 005. The latest loaded filing year is 2023. The filing reports 350 participants and $15,718,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Electric & Renewables LLC
- EIN
- 95-1853701
- Plan number
- 005
- Plan type
- 2
- Location
- Escondido, CA
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $15,718,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241008112138NAL0017458897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,718,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,718,005
- Net assets (BOY)
- $12,122,354
Income & contributions
- Employer contributions
- $370,280
- Participant contributions
- $1,851,457
- Total contributions
- $2,743,630
- Total income / additions
- $4,913,093
Expenses & distributions
- Benefits paid
- $1,142,735
- Administrative expenses
- $94,202
- Total expenses
- $1,256,481
- Net increase / (decrease)
- $3,656,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,201 | $0 | 2023 |
| Independent Financial Group LLC | INVESTMENT ADVISORY | $0 | $63,295 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker Electric & Renewables LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Escondido, CA
- Principal Life Insurance Company — Schedule C compensation
- Independent Financial Group LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation