Baker Engineering And Risk Consultants 401(K) Profit Sharing Plan — Form 5500 plan (Baker Engineering And Risk Consultants, 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 Engineering And Risk Consultants 401(K) Profit Sharing Plan is a benefit plan reported by Baker Engineering And Risk Consultants, Inc under EIN 74-2983542 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $57,148,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Engineering And Risk Consultants, Inc
- EIN
- 74-2983542
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $57,148,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241014102226NAL0027015121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,148,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,148,086
- Net assets (BOY)
- $44,909,726
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,757,875
- Total contributions
- $2,033,133
- Total income / additions
- $12,658,194
Expenses & distributions
- Benefits paid
- $373,209
- Administrative expenses
- $46,625
- Total expenses
- $419,834
- Net increase / (decrease)
- $12,238,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,923 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,206 | not reported in the loaded dataset | 2023 |
| Adkf | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker Engineering And Risk Consultants, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Adkf — Schedule C compensation