2023 Form 5500 filing — Baker Engineering And Risk Consultants, Inc. Employee Stock Ownership 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 20241014112908NAL0027151089001) for Baker Engineering And Risk Consultants, Inc. Employee Stock Ownership Plan, reported by Baker Engineering And Risk Consultants, Inc under EIN 74-2983542 and plan number 003. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112908NAL0027151089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Engineering And Risk Consultants, Inc
- EIN
- 74-2983542
- Plan number
- 003
- Location
- San Antonio, TX
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,430,811
- Total liabilities (EOY)
- $5,764,505
- Net assets (EOY)
- $21,666,306
- Employer contributions
- $1,955,523
- Total income / additions
- $5,657,511
- Benefits paid
- $914,979
- Administrative expenses
- $82,382
- Total expenses
- $1,263,553
- Net increase / (decrease)
- $4,393,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies | NONE | $31,391 | not reported in the loaded dataset |
| Value Management Inc | NONE | $19,620 | not reported in the loaded dataset |
| Tim Geppert | NONE | $16,395 | not reported in the loaded dataset |