2023 Form 5500 filing — Baker Manufacturing Company, LLC 401(K) Deferred Profit Sharing 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 20241015161247NAL0058649602001) for Baker Manufacturing Company, LLC 401(K) Deferred Profit Sharing Plan, reported by Baker Manufacturing Company, LLC under EIN 20-4668380 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
- 20241015161247NAL0058649602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Manufacturing Company, LLC
- EIN
- 20-4668380
- Plan number
- 001
- Location
- Evansville, WI
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,806,874
- Total liabilities (EOY)
- $6,175
- Net assets (EOY)
- $17,800,699
- Employer contributions
- $248,124
- Participant contributions
- $752,952
- Total income / additions
- $3,404,370
- Benefits paid
- $1,001,239
- Administrative expenses
- $72,938
- Total expenses
- $1,074,496
- Net increase / (decrease)
- $2,329,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steele Capital Management | NONE | $42,454 | not reported in the loaded dataset |
| Epic Retirement Plan Services, Inc. | NONE | $30,484 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,706 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |