BAKER & SONS EQUIPMENT COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAKER & SONS PROFIT SHARING PLAN SHARING PLAN
401k plan membership statisitcs for BAKER & SONS PROFIT SHARING PLAN SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-24 | 21 |
| Total number of particpants at end of year | 2025-06-24 | 22 |
| Number of Participants With Account Balances | 2025-06-24 | 22 |
| 2024: BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-08 | 21 |
| Total number of particpants at end of year | 2024-07-08 | 21 |
| Number of Participants With Account Balances | 2024-07-08 | 21 |
| 2011: BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 25 |
| Number of participants with account balances | 2011-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 23 |
| Number of participants with account balances | 2010-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 28 |
| Number of participants with account balances | 2009-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-24 | 277861 |
| Net assets as of the end of the plan year | 2025-06-24 | 3404273 |
| Total assets as of the beginning of the plan year | 2025-06-24 | 3124857 |
| Value of plan covered by a fidelity bond | 2025-06-24 | 400000 |
| Participant contributions to plan in this plan year | 2025-06-24 | 188424 |
| Value of participant loans at end of plan year | 2025-06-24 | 9439 |
| Other income to plan in this plan year | 2025-06-24 | 300415 |
| Plan net income in this plan year | 2025-06-24 | 279416 |
| Net assets as of the end of the plan year | 2025-06-24 | 3404273 |
| Net assets as of the beginning of the plan year | 2025-06-24 | 3124857 |
| Employer contributions to plan in this plan year | 2025-06-24 | 68438 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-24 | 13705 |
| 2024 : BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-08 | 49101 |
| Net assets as of the end of the plan year | 2024-07-08 | 3124857 |
| Total assets as of the beginning of the plan year | 2024-07-08 | 2557997 |
| Value of plan covered by a fidelity bond | 2024-07-08 | 400000 |
| Participant contributions to plan in this plan year | 2024-07-08 | 178606 |
| Value of participant loans at end of plan year | 2024-07-08 | 12899 |
| Other income to plan in this plan year | 2024-07-08 | 360749 |
| Plan net income in this plan year | 2024-07-08 | 566860 |
| Net assets as of the end of the plan year | 2024-07-08 | 3124857 |
| Net assets as of the beginning of the plan year | 2024-07-08 | 2557997 |
| Employer contributions to plan in this plan year | 2024-07-08 | 76606 |
| Fees paid to broker by Benefit Provider | 2024-07-08 | 9724 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-08 | 13589 |
| 2011 : BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $106,237 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $24,298 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $24,298 |
| Total plan assets at end of year | 2011-12-31 | $1,965,373 |
| Total plan assets at beginning of year | 2011-12-31 | $1,883,434 |
| Value of fidelity bond covering the plan | 2011-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $102,664 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-50,666 |
| Net income (gross income less expenses) | 2011-12-31 | $81,939 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,965,373 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,883,434 |
| Assets. Value of participant loans | 2011-12-31 | $6,661 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $54,239 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $354,124 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $60,790 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $60,612 |
| Total plan assets at end of year | 2010-12-31 | $1,883,434 |
| Total plan assets at beginning of year | 2010-12-31 | $1,590,100 |
| Value of fidelity bond covering the plan | 2010-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $88,435 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $178 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $226,341 |
| Net income (gross income less expenses) | 2010-12-31 | $293,334 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,883,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,590,100 |
| Assets. Value of participant loans | 2010-12-31 | $9,975 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $39,348 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2011: BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: BAKER & SONS PROFIT SHARING PLAN SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
