Baker Drywall Partnership, Llp 401(K) Plan — Form 5500 plan (Baker Drywall Partnership, Llp)

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 Drywall Partnership, Llp 401(K) Plan is a benefit plan reported by Baker Drywall Partnership, Llp under EIN 20-0967512 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,350 participants and $41,142,449 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baker Drywall Partnership, Llp
EIN
20-0967512
Plan number
001
Plan type
2
Location
Mesquite, TX
Latest filing year
2023
Participants
1,350
End-of-year plan assets
$41,142,449

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,350H, C20240919131334NAL0002365155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,142,449
Total liabilities (EOY)
$0
Net assets (EOY)
$41,142,449
Net assets (BOY)
$35,444,963

Income & contributions

Employer contributions
$1,112,044
Participant contributions
$1,813,662
Total contributions
$2,927,517
Total income / additions
$8,398,368

Expenses & distributions

Benefits paid
$2,636,487
Administrative expenses
$64,395
Total expenses
$2,700,882
Net increase / (decrease)
$5,697,486

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost BankADVISOR$46,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$17,895$02023

Related Form 5500 pages