Baker College Professional Services 403(B) Plan — Form 5500 plan (Baker College Professional Services, Inc.)

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 College Professional Services 403(B) Plan is a benefit plan reported by Baker College Professional Services, Inc. under EIN 38-3043861 and plan number 005. The latest loaded filing year is 2023. The filing reports 992 participants and $9,146,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baker College Professional Services, Inc.
EIN
38-3043861
Plan number
005
Plan type
2
Location
Owosso, MI
Latest filing year
2023
Participants
992
End-of-year plan assets
$9,146,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023992H, C20240715105041NAL0001148977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,146,011
Total liabilities (EOY)
$0
Net assets (EOY)
$9,146,011
Net assets (BOY)
$5,383,307

Income & contributions

Employer contributions
$1,445
Participant contributions
$1,040,043
Total contributions
$1,520,261
Total income / additions
$2,630,295

Expenses & distributions

Benefits paid
$263,347
Administrative expenses
$39,428
Total expenses
$302,775
Net increase / (decrease)
$2,327,520

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$29,406$02023
Mml Investor ServicesADVISOR$10,022not reported in the loaded dataset2023

Related Form 5500 pages