2023 Form 5500 filing — Robert Baker Companies 401(K) 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 20241014072747NAL0025659969001) for Robert Baker Companies 401(K) Plan, reported by Northern Nurseries Inc. under EIN 06-0969963 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072747NAL0025659969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Nurseries Inc.
- EIN
- 06-0969963
- Plan number
- 001
- Location
- Windsor Locks, CT
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,349,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,349,711
- Employer contributions
- $168,332
- Participant contributions
- $474,312
- Total income / additions
- $2,294,057
- Benefits paid
- $948,125
- Administrative expenses
- $17,250
- Total expenses
- $1,000,949
- Net increase / (decrease)
- $1,293,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $17,250 | not reported in the loaded dataset |