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BAKER & ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan NameBAKER & ASSOCIATES RETIREMENT PLAN
Plan identification number 001

BAKER & ASSOCIATES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

BAKER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAKER & ASSOCIATES, INC.
Employer identification number (EIN):470844573
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER & ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTINE BAKER2024-02-08 KRISTINE BAKER2024-02-02
0012022-01-01KRISTINE BAKER2023-10-12 JOHN BAKER2023-10-12
0012021-01-01KRISTINE BAKER2023-04-24
0012020-01-01JOHN BAKER2021-07-07 JOHN BAKER2021-07-07
0012019-01-01KRISTINE BAKER2020-07-14 KRISTINE BAKER2020-07-14
0012018-01-01KRISTINE BAKER2019-10-09 KRISTINE BAKER2019-10-07
0012017-01-01JOHN BAKER2018-08-28 JOHN BAKER2018-08-28
0012016-01-01JOHN BAKER2018-08-28 JOHN BAKER2018-08-28
0012015-01-01JOHN BAKER2016-10-12 JOHN BAKER2016-10-12
0012014-01-01JOHN BAKER2015-10-14 JOHN BAKER2015-10-14
0012013-01-01JOHN BAKER2014-06-12 JOHN BAKER2014-06-12
0012012-01-01JACK BAKER2013-07-15 JACK BAKER2013-07-15
0012011-01-01KRISTINE BAKER2012-07-16
0012010-01-01JOHN W. BAKER2011-07-11

Financial Data on BAKER & ASSOCIATES RETIREMENT PLAN

Measure Date Value
2024 : BAKER & ASSOCIATES RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-080
Total liabilities as of the end of the plan year2024-02-080
Total liabilities as of the beginning of the plan year2024-02-080
Total expenses incurred by plan in this plan year2024-02-08545264
Net assets as of the end of the plan year2024-02-081091851
Total assets as of the beginning of the plan year2024-02-081325992
Value of plan covered by a fidelity bond2024-02-0895000
Participant contributions to plan in this plan year2024-02-0874317
Value of participant loans at end of plan year2024-02-087746
Other expenses paid from plan in this plan year2024-02-080
Other contributions to plan in this plan year2024-02-080
Other income to plan in this plan year2024-02-08202603
Plan net income in this plan year2024-02-08-234141
Net assets as of the end of the plan year2024-02-081091851
Net assets as of the beginning of the plan year2024-02-081325992
Value of contributions failed to transmitted timely2024-02-08302892
Employer contributions to plan in this plan year2024-02-0834203
Fees paid to broker by Benefit Provider2024-02-08488
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-081570

Potentially related plans

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