Baker Electric Employee Stock Ownership Plan — Form 5500 plan (Baker Electric, 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 Electric Employee Stock Ownership Plan is a benefit plan reported by Baker Electric, Inc. under EIN 95-1853701 and plan number 006. The latest loaded filing year is 2023. The filing reports 337 participants and $13,009,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Electric, Inc.
- EIN
- 95-1853701
- Plan number
- 006
- Plan type
- 2
- Location
- Escondido, CA
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $13,009,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H | 20241008112822NAL0033504386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,009,929
- Total liabilities (EOY)
- $66,583,999
- Net assets (EOY)
- -$53,574,070
- Net assets (BOY)
- -$63,368,436
Income & contributions
- Employer contributions
- $3,118,219
- Total contributions
- $3,118,219
- Total income / additions
- $11,034,021
Expenses & distributions
- Benefits paid
- $35,965
- Administrative expenses
- $1,416
- Total expenses
- $1,239,655
- Net increase / (decrease)
- $9,794,366
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.