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BAKER & GILCHRIST CASH BALANCE PLAN 401k Plan overview

Plan NameBAKER & GILCHRIST CASH BALANCE PLAN
Plan identification number 002

BAKER & GILCHRIST CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAKER & GILCHRIST has sponsored the creation of one or more 401k plans.

Company Name:BAKER & GILCHRIST
Employer identification number (EIN):352066374
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER & GILCHRIST CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01REX BAKER2024-07-26 REX BAKER2024-07-26
0022022-01-01REX BAKER2023-10-13 REX BAKER2023-10-13
0022021-01-01REX E. BAKER2022-09-26
0022020-01-01REX E. BAKER2021-05-27
0022019-01-01REX E. BAKER2020-08-19
0022018-01-01REX E. BAKER2019-04-25

Financial Data on BAKER & GILCHRIST CASH BALANCE PLAN

Measure Date Value
2025 : BAKER & GILCHRIST CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-020
Total liabilities as of the end of the plan year2025-10-020
Total liabilities as of the beginning of the plan year2025-10-020
Total expenses incurred by plan in this plan year2025-10-022606043
Net assets as of the end of the plan year2025-10-029634
Total assets as of the beginning of the plan year2025-10-022516732
Other income to plan in this plan year2025-10-0298945
Plan net income in this plan year2025-10-02-2507098
Net assets as of the end of the plan year2025-10-029634
Net assets as of the beginning of the plan year2025-10-022516732
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-02629
2024 : BAKER & GILCHRIST CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-260
Net assets as of the end of the plan year2024-07-262516732
Total assets as of the beginning of the plan year2024-07-262116886
Participant contributions to plan in this plan year2024-07-260
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-26199846
Plan net income in this plan year2024-07-26399846
Net assets as of the end of the plan year2024-07-262516732
Net assets as of the beginning of the plan year2024-07-262116886
Employer contributions to plan in this plan year2024-07-26200000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-260
2022 : BAKER & GILCHRIST CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-260
Total liabilities as of the end of the plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-264292
Net assets as of the end of the plan year2022-09-261881755
Total assets as of the beginning of the plan year2022-09-261364963
Value of plan covered by a fidelity bond2022-09-26189000
Participant contributions to plan in this plan year2022-09-260
Other expenses paid from plan in this plan year2022-09-260
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-26121084
Plan net income in this plan year2022-09-26516792
Net assets as of the end of the plan year2022-09-261881755
Net assets as of the beginning of the plan year2022-09-261364963
Employer contributions to plan in this plan year2022-09-26400000
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-260

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