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THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 401k Plan overview

Plan NameTHE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN
Plan identification number 001

THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

THE BAKER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE BAKER COMPANY
Employer identification number (EIN):010222106
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIEL EAGLESON2023-06-27 DANIEL EAGLESON2023-06-27
0012021-01-01DANIEL EAGLESON2022-07-22 DANIEL EAGLESON2022-07-22
0012020-01-01DANIEL EAGLESON2021-07-09 DANIEL EAGLESON2021-07-09
0012019-01-01DANIEL EAGLESON2020-06-29 DANIEL EAGLESON2020-06-29
0012018-01-01DANIEL EAGLESON2019-07-29 DANIEL EAGLESON2019-07-29
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01WILLIAM WILLIAMS WILLIAM WILLIAMS2013-10-03
0012011-01-01WILLIAM WILLIAMS WILLIAM WILLIAMS2012-10-10
0012009-01-01WILLIAM WILLIAMS WILLIAM WILLIAMS2010-07-29

Plan Statistics for THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN

401k plan membership statisitcs for THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN

Measure Date Value
2022: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01197
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01206
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01217
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01196
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01182
Number of participants with account balances2020-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-01152
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01173
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01151
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01184
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01166
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01163
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01165
Number of participants with account balances2016-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01150
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01167
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01154
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01163
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01155
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01150
Number of participants with account balances2011-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01167
Total number of active participants reported on line 7a of the Form 55002009-01-01144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN

Measure Date Value
2022 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,712
Total income from all sources (including contributions)2022-12-31$-2,176,007
Total of all expenses incurred2022-12-31$2,524,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,417,239
Expenses. Certain deemed distributions of participant loans2022-12-31$437
Value of total corrective distributions2022-12-31$48,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$987,976
Value of total assets at end of year2022-12-31$15,334,407
Value of total assets at beginning of year2022-12-31$19,986,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,239
Total interest from all sources2022-12-31$11,865
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$587,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$587,587
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$816,539
Participant contributions at end of year2022-12-31$231,801
Participant contributions at beginning of year2022-12-31$237,116
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$121,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$48,712
Administrative expenses (other) incurred2022-12-31$58,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,700,634
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,285,695
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,986,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,185,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,578,645
Interest on participant loans2022-12-31$11,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$867,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$920,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,763,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,159
Employer contributions (assets) at end of year2022-12-31$50,000
Employer contributions (assets) at beginning of year2022-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,417,239
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2022-12-31010494526
2021 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,352,267
Total of all expenses incurred2021-12-31$1,268,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,207,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,037,852
Value of total assets at end of year2021-12-31$19,986,329
Value of total assets at beginning of year2021-12-31$17,902,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,909
Total interest from all sources2021-12-31$12,311
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,396,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,396,161
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$744,790
Participant contributions at end of year2021-12-31$237,116
Participant contributions at beginning of year2021-12-31$222,754
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,062
Administrative expenses (other) incurred2021-12-31$60,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,083,827
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,986,329
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,902,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,578,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,168,903
Income. Interest from loans (other than to participants)2021-12-31$12,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$920,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$905,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$250,000
Employer contributions (assets) at end of year2021-12-31$250,000
Employer contributions (assets) at beginning of year2021-12-31$510,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,207,531
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2021-12-31010494526
2020 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,061
Total income from all sources (including contributions)2020-12-31$3,750,035
Total of all expenses incurred2020-12-31$420,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$361,613
Expenses. Certain deemed distributions of participant loans2020-12-31$15,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,249,537
Value of total assets at end of year2020-12-31$17,902,502
Value of total assets at beginning of year2020-12-31$14,580,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,826
Total interest from all sources2020-12-31$14,450
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$562,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$562,003
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$731,183
Participant contributions at end of year2020-12-31$222,754
Participant contributions at beginning of year2020-12-31$266,804
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,061
Administrative expenses (other) incurred2020-12-31$43,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,329,496
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,902,502
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,573,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,168,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,191,598
Interest on participant loans2020-12-31$14,450
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$703,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,924,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$510,845
Employer contributions (assets) at end of year2020-12-31$510,845
Employer contributions (assets) at beginning of year2020-12-31$418,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$361,613
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2020-12-31010494526
2019 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,302
Total income from all sources (including contributions)2019-12-31$3,461,072
Total of all expenses incurred2019-12-31$714,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$671,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,085,864
Value of total assets at end of year2019-12-31$14,580,067
Value of total assets at beginning of year2019-12-31$11,837,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,721
Total interest from all sources2019-12-31$14,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$662,760
Participant contributions at end of year2019-12-31$266,804
Participant contributions at beginning of year2019-12-31$320,546
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,706
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$6,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,302
Administrative expenses (other) incurred2019-12-31$42,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,746,654
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,573,006
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,826,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,191,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,426,809
Interest on participant loans2019-12-31$14,733
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$441,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$703,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$267,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,360,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$418,398
Employer contributions (assets) at end of year2019-12-31$418,398
Employer contributions (assets) at beginning of year2019-12-31$380,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$665,009
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2019-12-31010494526
2018 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,165
Total income from all sources (including contributions)2018-12-31$531,927
Total of all expenses incurred2018-12-31$2,740,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,705,853
Expenses. Certain deemed distributions of participant loans2018-12-31$19,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,167,417
Value of total assets at end of year2018-12-31$11,837,654
Value of total assets at beginning of year2018-12-31$14,084,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,807
Total interest from all sources2018-12-31$13,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$601,982
Participant contributions at end of year2018-12-31$320,546
Participant contributions at beginning of year2018-12-31$290,014
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$178,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$49,165
Administrative expenses (other) incurred2018-12-31$15,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$6,688
Value of net income/loss2018-12-31$-2,209,043
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,826,352
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,035,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,426,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,995,578
Interest on participant loans2018-12-31$13,120
Value of interest in common/collective trusts at end of year2018-12-31$441,949
Value of interest in common/collective trusts at beginning of year2018-12-31$723,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$267,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-657,748
Net investment gain or loss from common/collective trusts2018-12-31$9,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$380,438
Employer contributions (assets) at end of year2018-12-31$380,438
Employer contributions (assets) at beginning of year2018-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,705,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2018-12-31010494526
2017 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,695,231
Total of all expenses incurred2017-12-31$2,128,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,049,963
Expenses. Certain deemed distributions of participant loans2017-12-31$24,653
Value of total corrective distributions2017-12-31$49,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$718,632
Value of total assets at end of year2017-12-31$14,084,560
Value of total assets at beginning of year2017-12-31$13,468,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,866
Total interest from all sources2017-12-31$14,487
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$688,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$688,014
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$570,004
Participant contributions at end of year2017-12-31$290,014
Participant contributions at beginning of year2017-12-31$307,686
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$73,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$49,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$4,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$566,584
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,035,395
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,468,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,995,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,148,995
Income. Interest from loans (other than to participants)2017-12-31$14,487
Value of interest in common/collective trusts at end of year2017-12-31$723,968
Value of interest in common/collective trusts at beginning of year2017-12-31$769,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,266,199
Net investment gain or loss from common/collective trusts2017-12-31$7,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$75,000
Employer contributions (assets) at end of year2017-12-31$75,000
Employer contributions (assets) at beginning of year2017-12-31$242,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,049,963
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2017-12-31010494526
2016 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,083
Total income from all sources (including contributions)2016-12-31$1,721,731
Total of all expenses incurred2016-12-31$353,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$325,683
Value of total corrective distributions2016-12-31$23,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$766,069
Value of total assets at end of year2016-12-31$13,468,811
Value of total assets at beginning of year2016-12-31$12,102,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,196
Total interest from all sources2016-12-31$15,327
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$485,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$485,714
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$517,312
Participant contributions at end of year2016-12-31$307,686
Participant contributions at beginning of year2016-12-31$388,956
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,083
Administrative expenses (other) incurred2016-12-31$4,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,368,554
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,468,811
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,100,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,148,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,746,980
Income. Interest from loans (other than to participants)2016-12-31$15,327
Value of interest in common/collective trusts at end of year2016-12-31$769,256
Value of interest in common/collective trusts at beginning of year2016-12-31$816,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$447,334
Net investment gain or loss from common/collective trusts2016-12-31$7,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$242,874
Employer contributions (assets) at end of year2016-12-31$242,874
Employer contributions (assets) at beginning of year2016-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$325,683
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2016-12-31010494526
2015 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$743
Total income from all sources (including contributions)2015-12-31$655,843
Total of all expenses incurred2015-12-31$1,278,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,250,907
Value of total corrective distributions2015-12-31$23,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$639,903
Value of total assets at end of year2015-12-31$12,102,340
Value of total assets at beginning of year2015-12-31$12,724,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,614
Total interest from all sources2015-12-31$16,104
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$560,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$560,249
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$463,180
Participant contributions at end of year2015-12-31$388,956
Participant contributions at beginning of year2015-12-31$392,726
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$743
Administrative expenses (other) incurred2015-12-31$4,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-623,078
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,100,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,723,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,746,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,468,930
Interest on participant loans2015-12-31$16,104
Value of interest in common/collective trusts at end of year2015-12-31$816,404
Value of interest in common/collective trusts at beginning of year2015-12-31$862,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-566,819
Net investment gain or loss from common/collective trusts2015-12-31$6,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$150,000
Employer contributions (assets) at end of year2015-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,250,907
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANNE M. ROMANO, CPA
Accountancy firm EIN2015-12-31010537876
2014 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$799
Total income from all sources (including contributions)2014-12-31$1,040,441
Total of all expenses incurred2014-12-31$1,184,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,166,897
Value of total corrective distributions2014-12-31$9,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$465,639
Value of total assets at end of year2014-12-31$12,724,078
Value of total assets at beginning of year2014-12-31$12,868,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,041
Total interest from all sources2014-12-31$19,492
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$454,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$454,299
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$465,639
Participant contributions at end of year2014-12-31$392,726
Participant contributions at beginning of year2014-12-31$469,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$799
Administrative expenses (other) incurred2014-12-31$8,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-143,957
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,723,335
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,867,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,468,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,514,334
Interest on participant loans2014-12-31$19,492
Value of interest in common/collective trusts at end of year2014-12-31$862,422
Value of interest in common/collective trusts at beginning of year2014-12-31$834,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$98,658
Net investment gain or loss from common/collective trusts2014-12-31$2,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at beginning of year2014-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,166,897
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANNE M. ROMANO, CPA
Accountancy firm EIN2014-12-31010537876
2013 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,216
Total income from all sources (including contributions)2013-12-31$2,568,684
Total of all expenses incurred2013-12-31$735,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$720,202
Value of total corrective distributions2013-12-31$10,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$552,143
Value of total assets at end of year2013-12-31$12,868,091
Value of total assets at beginning of year2013-12-31$11,037,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,928
Total interest from all sources2013-12-31$17,454
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$502,143
Participant contributions at end of year2013-12-31$469,543
Participant contributions at beginning of year2013-12-31$409,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,216
Administrative expenses (other) incurred2013-12-31$4,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,833,274
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,867,292
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,034,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,514,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,685,135
Interest on participant loans2013-12-31$17,454
Value of interest in common/collective trusts at end of year2013-12-31$834,214
Value of interest in common/collective trusts at beginning of year2013-12-31$892,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,999,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,000
Employer contributions (assets) at end of year2013-12-31$50,000
Employer contributions (assets) at beginning of year2013-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$720,202
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ANNE M. ROMANO, CPA
Accountancy firm EIN2013-12-31010537876
2012 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,577
Total income from all sources (including contributions)2012-12-31$2,015,850
Total of all expenses incurred2012-12-31$1,275,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,269,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$810,141
Value of total assets at end of year2012-12-31$11,037,234
Value of total assets at beginning of year2012-12-31$10,297,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,060
Total interest from all sources2012-12-31$17,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,060
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$461,692
Participant contributions at end of year2012-12-31$409,155
Participant contributions at beginning of year2012-12-31$393,329
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$298,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$740,552
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,034,018
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,293,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,685,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,157,296
Interest on participant loans2012-12-31$17,581
Value of interest in common/collective trusts at end of year2012-12-31$892,944
Value of interest in common/collective trusts at beginning of year2012-12-31$746,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$971,601
Net investment gain or loss from common/collective trusts2012-12-31$216,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$50,000
Employer contributions (assets) at end of year2012-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,269,238
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANNE M. ROMANO, CPA
Accountancy firm EIN2012-12-31010537876
2011 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,341
Total income from all sources (including contributions)2011-12-31$123,316
Total of all expenses incurred2011-12-31$1,037,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,031,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$466,342
Value of total assets at end of year2011-12-31$10,297,043
Value of total assets at beginning of year2011-12-31$11,208,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,972
Total interest from all sources2011-12-31$22,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$417,821
Participant contributions at end of year2011-12-31$393,329
Participant contributions at beginning of year2011-12-31$495,754
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$48,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,341
Administrative expenses (other) incurred2011-12-31$5,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-913,684
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,293,466
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,207,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,157,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,605,317
Interest on participant loans2011-12-31$22,221
Value of interest in common/collective trusts at end of year2011-12-31$746,418
Value of interest in common/collective trusts at beginning of year2011-12-31$987,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-366,452
Net investment gain or loss from common/collective trusts2011-12-31$1,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at beginning of year2011-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,031,028
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ANNE M. ROMANO, CPA
Accountancy firm EIN2011-12-31010537876
2010 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,291
Total income from all sources (including contributions)2010-12-31$1,726,321
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$764,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$762,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$563,383
Value of total assets at end of year2010-12-31$11,208,491
Value of total assets at beginning of year2010-12-31$10,246,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,150
Total interest from all sources2010-12-31$26,918
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$407,824
Participant contributions at end of year2010-12-31$495,754
Participant contributions at beginning of year2010-12-31$473,199
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,291
Administrative expenses (other) incurred2010-12-31$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$961,644
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,207,150
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,245,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,605,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,015,890
Interest on participant loans2010-12-31$26,918
Value of interest in common/collective trusts at end of year2010-12-31$987,420
Value of interest in common/collective trusts at beginning of year2010-12-31$1,516,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,132,791
Net investment gain or loss from common/collective trusts2010-12-31$3,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$120,000
Employer contributions (assets) at end of year2010-12-31$120,000
Employer contributions (assets) at beginning of year2010-12-31$241,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$762,527
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ANNE M. ROMANO, CPA
Accountancy firm EIN2010-12-31010537876
2009 : THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN

2022: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504641-01
Policy instance 1
Insurance contract or identification number504641-01
Number of Individuals Covered23
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504641-01
Policy instance 1
Insurance contract or identification number504641-01
Number of Individuals Covered24
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504641-01
Policy instance 1
Insurance contract or identification number504641-01
Number of Individuals Covered23
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504641-01
Policy instance 1
Insurance contract or identification number504641-01
Number of Individuals Covered24
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Potentially related plans

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