Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan — Form 5500 plan (Baker Donelson Bearman Caldwell & Berkowitz P.C.)
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 Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan is a benefit plan reported by Baker Donelson Bearman Caldwell & Berkowitz P.C. under EIN 62-1047356 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,702 participants and $556,940,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Donelson Bearman Caldwell & Berkowitz P.C.
- EIN
- 62-1047356
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 1,702
- End-of-year plan assets
- $556,940,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,702 | H, C | 20241014102022NAL0014760435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $556,940,884
- Net assets (EOY)
- $556,940,884
- Net assets (BOY)
- $501,328,527
Income & contributions
- Employer contributions
- $16,831,124
- Participant contributions
- $14,953,709
- Total contributions
- $34,801,537
- Total income / additions
- $115,228,716
Expenses & distributions
- Benefits paid
- $59,493,065
- Administrative expenses
- $123,294
- Total expenses
- $59,616,359
- Net increase / (decrease)
- $55,612,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eudaimonia Advisors LLC | SELF-DIRECTED INV. ADVIS | $90,869 | $0 | 2023 |
| Raymond James Financial Inc | INVESTMENT ADVISOR | $69,645 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORD KEEPER | $55,245 | $0 | 2023 |
| Rfg Advisory LLC | SELF-DIRECTED INV. ADVIS | $36,896 | $0 | 2023 |
| Buckingham Strategic Partners | SELF-DIRECTED INV. ADVIS | $35,174 | $0 | 2023 |
| Delta Asset Management LLC | SELF-DIRECTED INV. ADVIS | $30,228 | $0 | 2023 |
| Soundpath Investment Advisors | SELF-DIRECTED INV. ADVIS | $21,591 | $0 | 2023 |
| Bay Harbor Wealth Management | SELF-DIRECTED INV. ADVIS | $15,885 | $0 | 2023 |
| Waddell & Associates LLC | SELF-DIRECTED INV. ADVIS | $11,093 | $0 | 2023 |
| Envestnet Asset Management Inc | SELF-DIRECTED INV. ADVIS | $11,020 | $0 | 2023 |
| Lmcg Investments LLC | SELF-DIRECTED INV. ADVIS | $10,482 | $0 | 2023 |
| Axxcess Wealth Management LLC | SELF-DIRECTED INV. ADVIS | $9,607 | $0 | 2023 |
| Howard Capital Mangaement Inc | SELF-DIRECTED INV. ADVIS | $9,175 | $0 | 2023 |
| Cap Partners LLC | SELF-DIRECTED INV. ADVIS | $8,570 | $0 | 2023 |
| Lbmc Investment Advisors LLC | SELF-DIRECTED INV. ADVIS | $6,869 | $0 | 2023 |
| Patten & Patten Inc | SELF-DIRECTED INV. ADVIS | $6,558 | $0 | 2023 |
| Capital Mgmt Services Inc. | SELF-DIRECTED INV. ADVIS | $6,109 | $0 | 2023 |
| Charles Schwab & Co., Inc | INVESTMENT ADVISOR | $1,866 | $0 | 2023 |
| Burleigh Consulting Group | THIRD PARTY ADMINISTRATO | $19 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker Donelson Bearman Caldwell & Berkowitz P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Eudaimonia Advisors LLC — Schedule C compensation
- Raymond James Financial Inc — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Rfg Advisory LLC — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation
- Delta Asset Management LLC — Schedule C compensation
- Soundpath Investment Advisors — Schedule C compensation
- Bay Harbor Wealth Management — Schedule C compensation
- Waddell & Associates LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Axxcess Wealth Management LLC — Schedule C compensation
- Howard Capital Mangaement Inc — Schedule C compensation
- Cap Partners LLC — Schedule C compensation
- Lbmc Investment Advisors LLC — Schedule C compensation
- Patten & Patten Inc — Schedule C compensation
- Capital Mgmt Services Inc. — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- Burleigh Consulting Group — Schedule C compensation