Baker & Hostetler Retirement Benefit Enhancement Plan — Form 5500 plan (Baker & Hostetler 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 & Hostetler Retirement Benefit Enhancement Plan is a benefit plan reported by Baker & Hostetler Llp under EIN 34-0082025 and plan number 007. The latest loaded filing year is 2023. The filing reports 205 participants and $20,728,978 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.7MPlan net assets, end of year$20,728,978
Participants205Covered participants reported
Assets / participant$101.1KComputed: assets ÷ participants$101,117 (computed)
Provider compensationNone reported
Plan sponsor
Baker & Hostetler Llp
EIN
34-0082025
Plan number
007
Plan type
2
Location
Cleveland, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H20241011102523NAL0021667473001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.7M total assets
Net assets$20.7MLiabilities$0
Money in vs. money out
Total income / additions$9.6M
Total expenses$4.3M
Benefits paid / distributions$4.3M
Contributions
Employer$8.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$20,728,978
Total liabilities (EOY)
$0
Net assets (EOY)
$20,728,978
Net assets (BOY)
$13,721,427

Income & contributions

Employer contributions
$8,289,598
Total contributions
$8,289,598
Total income / additions
$9,574,167

Expenses & distributions

Benefits paid
$4,317,419
Administrative expenses
$0
Total expenses
$4,317,419
Net increase / (decrease)
$5,256,748
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income45%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages