Baker Commodities Supplemental Retirement Savings Plan And Trust — Form 5500 plan (Baker Commodities, 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 Commodities Supplemental Retirement Savings Plan And Trust is a benefit plan reported by Baker Commodities, Inc. under EIN 95-2137748 and plan number 003. The latest loaded filing year is 2023. The filing reports 661 participants and $23,901,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Commodities, Inc.
- EIN
- 95-2137748
- Plan number
- 003
- Plan type
- 2
- Location
- Vernon, CA
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $23,901,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20241015213816NAL0015437859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,901,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,901,877
- Net assets (BOY)
- $20,495,744
Income & contributions
- Employer contributions
- $1,096,148
- Participant contributions
- $1,477,819
- Total contributions
- $2,651,826
- Total income / additions
- $5,769,810
Expenses & distributions
- Benefits paid
- $2,129,900
- Administrative expenses
- $135,166
- Total expenses
- $2,363,677
- Net increase / (decrease)
- $3,406,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $70,853 | $0 | 2023 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $51,918 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,545 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker Commodities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Vernon, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cbiz Investment Advisory Services L — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation