Baker Book House Employees' Profit Sharing Plan — Form 5500 plan (Baker Book House Company)
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 Book House Employees' Profit Sharing Plan is a benefit plan reported by Baker Book House Company under EIN 38-1714649 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $21,143,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Book House Company
- EIN
- 38-1714649
- Plan number
- 001
- Plan type
- 2
- Location
- Ada, MI
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $21,143,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20240826095414NAL0020217074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,143,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,143,579
- Net assets (BOY)
- $18,839,859
Income & contributions
- Employer contributions
- $60,587
- Participant contributions
- $879,514
- Total contributions
- $940,101
- Total income / additions
- $4,320,579
Expenses & distributions
- Benefits paid
- $2,006,154
- Administrative expenses
- $10,705
- Total expenses
- $2,016,859
- Net increase / (decrease)
- $2,303,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $6,614 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $494 | $0 | 2023 |