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JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN F. BAXTER, INC. 401(K) PROFIT SHARING 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.
  • 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

JOHN F. BAXTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. BAXTER, INC.
Employer identification number (EIN):541436513
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KENNETH RICHARDSON2024-07-31
0012022-01-01KENNETH B RICHARDSON2023-07-21
0012021-01-01KENNETH RICHARDSON2022-12-01
0012020-01-01KENNETH RICHARDSON2022-12-01
0012019-01-01KENNETH RICHARDSON2022-12-01
0012018-01-01KENNETH RICHARDSON2022-12-01
0012017-01-01KENNETH RICHARDSON2022-12-01
0012016-01-01KENNETH RICHARDSON2022-12-01
0012015-01-01KENNETH RICHARDSON2022-12-01
0012014-01-01KENNETH RICHARDSON2022-12-01
0012012-01-01JOHN F. BAXTER2013-10-11 JOHN F. BAXTER2013-10-11
0012011-01-01JOHN F. BAXTER2012-07-03
0012010-01-01JOHN F. BAXTER2011-07-18 JOHN F. BAXTER2011-07-18

Plan Statistics for JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-087
Total number of particpants at end of year2025-07-0811
Number of Participants With Account Balances2025-07-0810
2024: JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-3113
Total number of particpants at end of year2024-07-317
Number of Participants With Account Balances2024-07-316

Financial Data on JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-081361
Net assets as of the end of the plan year2025-07-08209870
Total assets as of the beginning of the plan year2025-07-08147732
Value of plan covered by a fidelity bond2025-07-0815000
Participant contributions to plan in this plan year2025-07-0827090
Other income to plan in this plan year2025-07-0824386
Plan net income in this plan year2025-07-0862138
Net assets as of the end of the plan year2025-07-08209870
Net assets as of the beginning of the plan year2025-07-08147732
Employer contributions to plan in this plan year2025-07-0812023
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0898
2024 : JOHN F. BAXTER, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3162
Net assets as of the end of the plan year2024-07-31147732
Total assets as of the beginning of the plan year2024-07-3190878
Value of plan covered by a fidelity bond2024-07-3115000
Participant contributions to plan in this plan year2024-07-3126993
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3119969
Plan net income in this plan year2024-07-3156854
Net assets as of the end of the plan year2024-07-31147732
Net assets as of the beginning of the plan year2024-07-3190878
Employer contributions to plan in this plan year2024-07-319954
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3162

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