Baird, Hampton & Brown Savings & Retirement Plan — Form 5500 plan (Baird, Hampton & Brown, 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, Baird, Hampton & Brown Savings & Retirement Plan is a benefit plan reported by Baird, Hampton & Brown, Inc. under EIN 75-2426876 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $15,096,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baird, Hampton & Brown, Inc.
- EIN
- 75-2426876
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $15,096,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240730111516NAL0013315523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,096,241
- Net assets (EOY)
- $15,096,241
- Net assets (BOY)
- $13,408,496
Income & contributions
- Employer contributions
- $315,883
- Participant contributions
- $1,079,734
- Total contributions
- $1,395,617
- Total income / additions
- $3,528,171
Expenses & distributions
- Benefits paid
- $1,789,331
- Administrative expenses
- $51,095
- Total expenses
- $1,840,426
- Net increase / (decrease)
- $1,687,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $46,751 | $0 | 2023 |
| Raymond James & Associates | INVESTMENT ADVISOR | $20,400 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDIT FIRM | $14,250 | $0 | 2023 |
| Retirementplans.Com, LLC | THIRD PARTY ADMINISTRATOR | $2,692 | $5,378 | 2023 |
| The Travelers Indemnity Company | INSURANCE SERVICES | $293 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baird, Hampton & Brown, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Retirementplans.Com, LLC — Schedule C compensation
- The Travelers Indemnity Company — Schedule C compensation