Baker Manufacturing Company, LLC 401(K) Deferred Profit Sharing Plan — Form 5500 plan (Baker Manufacturing Company, LLC)
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 Manufacturing Company, LLC 401(K) Deferred Profit Sharing Plan is a benefit plan reported by Baker Manufacturing Company, LLC under EIN 20-4668380 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $17,806,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Manufacturing Company, LLC
- EIN
- 20-4668380
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, WI
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $17,806,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241015161247NAL0058649602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,806,874
- Total liabilities (EOY)
- $6,175
- Net assets (EOY)
- $17,800,699
- Net assets (BOY)
- $15,470,825
Income & contributions
- Employer contributions
- $248,124
- Participant contributions
- $752,952
- Total contributions
- $1,001,076
- Total income / additions
- $3,404,370
Expenses & distributions
- Benefits paid
- $1,001,239
- Administrative expenses
- $72,938
- Total expenses
- $1,074,496
- Net increase / (decrease)
- $2,329,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steele Capital Management | NONE | $42,454 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services, Inc. | NONE | $30,484 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,706 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker Manufacturing Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Evansville, WI
- Steele Capital Management — Schedule C compensation
- Epic Retirement Plan Services, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation