Plan5500

Baker Group 401(K) And Employee Stock Ownership Plan — Form 5500 plan (Baker Mechanical, 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 Group 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Baker Mechanical, Inc. under EIN 42-0890441 and plan number 001. The latest loaded filing year is 2023. The filing reports 549 participants and $114,506,883 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baker Mechanical, Inc.
EIN
42-0890441
Plan number
001
Plan type
2
Location
Ankeny, IA
Latest filing year
2023
Participants
549
End-of-year plan assets
$114,506,883

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023549H, C20250715074143NAL0004145970001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,506,883
Total liabilities (EOY)
$50,988,089
Net assets (EOY)
$63,518,794
Net assets (BOY)
$7,494,382

Income & contributions

Employer contributions
$2,478,998
Participant contributions
$4,370,458
Total contributions
$7,861,216
Total income / additions
$59,231,885

Expenses & distributions

Benefits paid
$1,794,631
Administrative expenses
$114,503
Total expenses
$3,207,473
Net increase / (decrease)
$56,024,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$114,259$02023
Ubs Financial Services IncINVESTMENT ADVISORY$0$31,5252023
Dsm FinancialINVESTMENT ADVISORY$0$27,5842023

Related Form 5500 pages