Plan5500

Baker Engineering And Risk Consultants, Inc. Employee Stock Ownership 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, Inc. Employee Stock Ownership Plan is a benefit plan reported by Baker Engineering And Risk Consultants, Inc under EIN 74-2983542 and plan number 003. The latest loaded filing year is 2023. The filing reports 161 participants and $27,430,811 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
003
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
161
End-of-year plan assets
$27,430,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241014112908NAL0027151089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,430,811
Total liabilities (EOY)
$5,764,505
Net assets (EOY)
$21,666,306
Net assets (BOY)
$17,272,348

Income & contributions

Employer contributions
$1,955,523
Total contributions
$1,955,523
Total income / additions
$5,657,511

Expenses & distributions

Benefits paid
$914,979
Administrative expenses
$82,382
Total expenses
$1,263,553
Net increase / (decrease)
$4,393,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance StrategiesNONE$31,391not reported in the loaded dataset2023
Value Management IncNONE$19,620not reported in the loaded dataset2023
Tim GeppertNONE$16,395not reported in the loaded dataset2023

Related Form 5500 pages