2023 Form 5500 filing — Baker Services Retirement Plan And Trust
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 20241015120003NAL0047728208001) for Baker Services Retirement Plan And Trust, reported by Jackson Excavating & Leasing Company, Inc. Dba Baker Services Inc. under EIN 64-0599352 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.3MReported net assets$2,257,540
Participants214
Provider compensation$31.8K2 Schedule C row(s)$31,839
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015120003NAL0047728208001
- Plan sponsor
- Jackson Excavating & Leasing Company, Inc. Dba Baker Services Inc.
- EIN
- 64-0599352
- Plan number
- 001
- Location
- Raymond, MS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,257,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,257,540
- Employer contributions
- $35,000
- Participant contributions
- $104,426
- Total income / additions
- $415,819
- Benefits paid
- $440,090
- Administrative expenses
- $31,839
- Total expenses
- $471,929
- Net increase / (decrease)
- -$56,110
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Advisors, LLC | TPA | $26,037 | not reported in the loaded dataset |
| Bankplus Wealth Management | ADVISOR | $5,802 | not reported in the loaded dataset |