2023 Form 5500 filing — Baker College Professional Services 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715105041NAL0001148977001) for Baker College Professional Services 403(B) Plan, reported by Baker College Professional Services, Inc. under EIN 38-3043861 and plan number 005. It reports 992 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715105041NAL0001148977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker College Professional Services, Inc.
- EIN
- 38-3043861
- Plan number
- 005
- Location
- Owosso, MI
- Participants
- 992
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,146,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,146,011
- Employer contributions
- $1,445
- Participant contributions
- $1,040,043
- Total income / additions
- $2,630,295
- Benefits paid
- $263,347
- Administrative expenses
- $39,428
- Total expenses
- $302,775
- Net increase / (decrease)
- $2,327,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $29,406 | $0 |
| Mml Investor Services | ADVISOR | $10,022 | not reported in the loaded dataset |