Baker Distributing Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Baker Distributing Corporation)
Plain-English plan 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, Baker Distributing Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Baker Distributing Corporation under EIN 03-0215576 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $10,180,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Distributing Corporation
- EIN
- 03-0215576
- Plan number
- 001
- Plan type
- 2
- Location
- North Clarendon, VT
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $10,180,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20240926133124NAL0000450323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,180,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,180,224
- Net assets (BOY)
- $9,705,458
Income & contributions
- Employer contributions
- $90,005
- Participant contributions
- $242,260
- Total contributions
- $332,265
- Total income / additions
- $1,984,744
Expenses & distributions
- Benefits paid
- $1,459,416
- Administrative expenses
- $50,562
- Total expenses
- $1,509,978
- Net increase / (decrease)
- $474,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Retirement Services, Inc. | NONE | $26,041 | not reported in the loaded dataset | 2023 |
| Citigroup Global Markets, Inc. | NONE | $23,863 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker Distributing Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in North Clarendon, VT
- Newport Retirement Services, Inc. — Schedule C compensation
- Citigroup Global Markets, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation