BAKER & ENRIGHT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-16 | 25495 |
| Net assets as of the end of the plan year | 2025-07-16 | 3125194 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 2767913 |
| Value of plan covered by a fidelity bond | 2025-07-16 | 385000 |
| Participant contributions to plan in this plan year | 2025-07-16 | 92700 |
| Value of participant loans at end of plan year | 2025-07-16 | 26800 |
| Other expenses paid from plan in this plan year | 2025-07-16 | 0 |
| Other contributions to plan in this plan year | 2025-07-16 | 0 |
| Other income to plan in this plan year | 2025-07-16 | 265402 |
| Plan net income in this plan year | 2025-07-16 | 357281 |
| Net assets as of the end of the plan year | 2025-07-16 | 3125194 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 2767913 |
| Employer contributions to plan in this plan year | 2025-07-16 | 24674 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-16 | 25495 |
| 2024 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-03 | 22361 |
| Net assets as of the end of the plan year | 2024-10-03 | 2767913 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 2368813 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 385000 |
| Participant contributions to plan in this plan year | 2024-10-03 | 93500 |
| Value of participant loans at end of plan year | 2024-10-03 | 32618 |
| Other income to plan in this plan year | 2024-10-03 | 312010 |
| Plan net income in this plan year | 2024-10-03 | 399100 |
| Net assets as of the end of the plan year | 2024-10-03 | 2767913 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 2368813 |
| Employer contributions to plan in this plan year | 2024-10-03 | 15951 |
| Fees paid to broker by Benefit Provider | 2024-10-03 | 18211 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 22361 |
| 2022 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-05 | 322116 |
| Net assets as of the end of the plan year | 2022-10-05 | 2603620 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 2649638 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 385000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 75900 |
| Value of participant loans at end of plan year | 2022-10-05 | 7465 |
| Other income to plan in this plan year | 2022-10-05 | 184041 |
| Plan net income in this plan year | 2022-10-05 | -46018 |
| Net assets as of the end of the plan year | 2022-10-05 | 2603620 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 2649638 |
| Employer contributions to plan in this plan year | 2022-10-05 | 16157 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 108 |
| 2015 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $38,500 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $15,612 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,497,505 |
| Total plan assets at beginning of year | 2015-12-31 | $1,474,617 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $68,536 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $15,612 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-53,434 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $22,888 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,497,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,474,617 |
| Assets. Value of participant loans | 2015-12-31 | $7,160 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $23,398 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $120,539 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $20,586 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $5,284 |
| Total plan assets at end of year | 2014-12-31 | $1,474,617 |
| Total plan assets at beginning of year | 2014-12-31 | $1,374,664 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $66,140 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $15,302 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $34,187 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $99,953 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,474,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,374,664 |
| Assets. Value of participant loans | 2014-12-31 | $7,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $20,212 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $211,292 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $24,329 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $11,480 |
| Total plan assets at end of year | 2013-12-31 | $1,374,664 |
| Total plan assets at beginning of year | 2013-12-31 | $1,187,701 |
| Value of fidelity bond covering the plan | 2013-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $66,440 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $12,849 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $129,039 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $186,963 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,374,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,187,701 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,813 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $119,140 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $187,901 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $173,673 |
| Total plan assets at end of year | 2012-12-31 | $1,165,974 |
| Total plan assets at beginning of year | 2012-12-31 | $1,234,735 |
| Value of fidelity bond covering the plan | 2012-12-31 | $130,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $60,640 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $14,228 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $34,620 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-68,761 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,165,974 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,234,735 |
| Assets. Value of participant loans | 2012-12-31 | $2,448 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $23,880 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-19,721 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $9,002 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,234,735 |
| Total plan assets at beginning of year | 2011-12-31 | $1,263,458 |
| Value of fidelity bond covering the plan | 2011-12-31 | $85,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $55,840 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $9,002 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-97,176 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-28,723 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,234,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,263,458 |
| Assets. Value of participant loans | 2011-12-31 | $14,554 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $21,615 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $168,273 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,354,851 |
| Total plan assets at beginning of year | 2010-12-31 | $1,186,578 |
| Value of fidelity bond covering the plan | 2010-12-31 | $85,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $55,350 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $91,912 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $168,273 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,354,851 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,186,578 |
| Assets. Value of participant loans | 2010-12-31 | $25,683 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,011 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2009 : BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |