Baader North America Corporation 401(K) Retirement Plan — Form 5500 plan (Baader North America Corporation 401(K) Retirement Plan)
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, Baader North America Corporation 401(K) Retirement Plan is a benefit plan reported by Baader North America Corporation 401(K) Retirement Plan under EIN 04-2694739 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $24,468,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baader North America Corporation 401(K) Retirement Plan
- EIN
- 04-2694739
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, KS
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $24,468,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20240725171526NAL0008467875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,468,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,468,256
- Net assets (BOY)
- $22,840,602
Income & contributions
- Employer contributions
- $596,304
- Participant contributions
- $1,321,313
- Total contributions
- $2,414,403
- Total income / additions
- $5,729,581
Expenses & distributions
- Benefits paid
- $4,016,976
- Administrative expenses
- $84,951
- Total expenses
- $4,101,927
- Net increase / (decrease)
- $1,627,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,977 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $45,593 | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baader North America Corporation 401(K) Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Kansas City, KS
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation