Baker Places 403(B) Plan — Form 5500 plan (Baker Places, 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 Places 403(B) Plan is a benefit plan reported by Baker Places, Inc. under EIN 94-1694551 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $5,227,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Places, Inc.
- EIN
- 94-1694551
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $5,227,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20251028185305NAL0010377824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,227,082
- Total liabilities (EOY)
- $43,900
- Net assets (EOY)
- $5,183,182
- Net assets (BOY)
- $4,787,840
Income & contributions
- Employer contributions
- $187,563
- Participant contributions
- $226,877
- Total contributions
- $440,620
- Total income / additions
- $1,087,684
Expenses & distributions
- Benefits paid
- $638,861
- Administrative expenses
- $53,481
- Total expenses
- $692,342
- Net increase / (decrease)
- $395,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $46,978 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group | INVESTMENT ADVISORY | $19,470 | not reported in the loaded dataset | 2023 |
| Peery & Associates, Inc. | RECORDKEEPER | $5,003 | not reported in the loaded dataset | 2023 |
| National Benefit Services, LLC | RECORDKEEPER | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker Places, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Lincoln National Corporation — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Peery & Associates, Inc. — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation