Logo

BAKER COMPANIES 401(K) PLAN 401k Plan overview

Plan NameBAKER COMPANIES 401(K) PLAN
Plan identification number 002

BAKER COMPANIES 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAKER CONSTRUCTION ENTERPRISES INC. has sponsored the creation of one or more 401k plans.

Company Name:BAKER CONSTRUCTION ENTERPRISES INC.
Employer identification number (EIN):814294887
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01ANNE WASSUM
0022023-01-01
0022023-01-01ROBERT BAKER
0022022-01-01
0022022-01-01ROBERT BAKER
0022021-01-01
0022021-01-01ROBERT BAKER
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT M BAKER

Financial Data on BAKER COMPANIES 401(K) PLAN

Measure Date Value
2023 : BAKER COMPANIES 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$88,839
Total unrealized appreciation/depreciation of assets2023-12-31$88,839
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$40,920,778
Total loss/gain on sale of assets2023-12-31$-143
Total of all expenses incurred2023-12-31$13,566,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,482,683
Expenses. Certain deemed distributions of participant loans2023-12-31$23,214
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$18,259,715
Value of total assets at end of year2023-12-31$151,094,756
Value of total assets at beginning of year2023-12-31$123,740,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$60,232
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$183,716
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,398,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,386,365
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$11,084,529
Participant contributions at end of year2023-12-31$3,430,125
Participant contributions at beginning of year2023-12-31$2,626,135
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,380,566
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$27,354,649
Value of net assets at end of year (total assets less liabilities)2023-12-31$151,094,756
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$123,740,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$68,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$133,288,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$106,794,151
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$174,442
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$13,707,229
Value of interest in common/collective trusts at beginning of year2023-12-31$13,776,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$124,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$280,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$280,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$9,274
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$44,890
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$17,592,120
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$398,168
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$4,794,620
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$11,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,482,683
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$499,466
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$262,889
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$113,475
Aggregate carrying amount (costs) on sale of assets2023-12-31$113,618
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$88,839
Total unrealized appreciation/depreciation of assets2023-01-01$88,839
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$40,920,778
Total loss/gain on sale of assets2023-01-01$-143
Total of all expenses incurred2023-01-01$13,566,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$13,482,683
Expenses. Certain deemed distributions of participant loans2023-01-01$23,214
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$18,259,715
Value of total assets at end of year2023-01-01$151,094,756
Value of total assets at beginning of year2023-01-01$123,740,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$60,232
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$183,716
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$4,398,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$4,386,365
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$11,084,529
Participant contributions at end of year2023-01-01$3,430,125
Participant contributions at beginning of year2023-01-01$2,626,135
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$2,380,566
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$0
Administrative expenses (other) incurred2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$27,354,649
Value of net assets at end of year (total assets less liabilities)2023-01-01$151,094,756
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$123,740,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$68,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$133,288,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$106,794,151
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$174,442
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$13,707,229
Value of interest in common/collective trusts at beginning of year2023-01-01$13,776,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$124,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$9,274
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$44,890
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$17,592,120
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$398,168
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$4,794,620
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$11,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$13,482,683
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$499,466
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$262,889
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$113,475
Aggregate carrying amount (costs) on sale of assets2023-01-01$113,618
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : BAKER COMPANIES 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-34,946
Total unrealized appreciation/depreciation of assets2022-12-31$-34,946
Total transfer of assets to this plan2022-12-31$8,389
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,952,707
Total loss/gain on sale of assets2022-12-31$-13,878
Total of all expenses incurred2022-12-31$10,979,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,960,364
Expenses. Certain deemed distributions of participant loans2022-12-31$27,733
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,157,823
Value of total assets at end of year2022-12-31$123,740,107
Value of total assets at beginning of year2022-12-31$144,663,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-8,855
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$120,259
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,016,338
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$6,011,288
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
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$9,299,472
Participant contributions at end of year2022-12-31$2,626,135
Participant contributions at beginning of year2022-12-31$2,428,306
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,686,699
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$-28,734
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-20,931,949
Value of net assets at end of year (total assets less liabilities)2022-12-31$123,740,107
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$144,663,667
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$19,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$106,794,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$128,023,959
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$113,899
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$13,776,182
Value of interest in common/collective trusts at beginning of year2022-12-31$14,027,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$280,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$167,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$167,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,360
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,388,576
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-809,727
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$4,171,652
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$646
Income. Dividends from common stock2022-12-31$4,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,960,364
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$262,889
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$16,703
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$134,462
Aggregate carrying amount (costs) on sale of assets2022-12-31$148,340
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Unrealized appreciation/depreciation of real estate assets2022-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-34,946
Total unrealized appreciation/depreciation of assets2022-01-01$-34,946
Total transfer of assets to this plan2022-01-01$8,389
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-9,952,707
Total loss/gain on sale of assets2022-01-01$-13,878
Total of all expenses incurred2022-01-01$10,979,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$10,960,364
Expenses. Certain deemed distributions of participant loans2022-01-01$27,733
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$15,157,823
Value of total assets at end of year2022-01-01$123,740,107
Value of total assets at beginning of year2022-01-01$144,663,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$-8,855
Total income from rents2022-01-01$0
Total interest from all sources2022-01-01$120,259
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$6,016,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$6,011,288
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$9,299,472
Participant contributions at end of year2022-01-01$2,626,135
Participant contributions at beginning of year2022-01-01$2,428,306
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,686,699
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Administrative expenses (other) incurred2022-01-01$-28,734
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-20,931,949
Value of net assets at end of year (total assets less liabilities)2022-01-01$123,740,107
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$144,663,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$19,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$106,794,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$128,023,959
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$113,899
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$0
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$13,776,182
Value of interest in common/collective trusts at beginning of year2022-01-01$14,027,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$280,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$6,360
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-30,388,576
Net investment gain/loss from pooled separate accounts2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$-809,727
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$0
Assets. Invements in employer securities at beginning of year2022-01-01$0
Assets. Value of employer real property at end of year2022-01-01$0
Assets. Value of employer real property at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$4,171,652
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Income. Dividends from preferred stock2022-01-01$646
Income. Dividends from common stock2022-01-01$4,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$10,960,364
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Contract administrator fees2022-01-01$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01No
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$262,889
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$16,703
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$134,462
Aggregate carrying amount (costs) on sale of assets2022-01-01$148,340
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : BAKER COMPANIES 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$138
Total unrealized appreciation/depreciation of assets2021-12-31$138
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$160,458
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$31,250,263
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,082,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,785,990
Expenses. Certain deemed distributions of participant loans2021-12-31$28,706
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,851,848
Value of total assets at end of year2021-12-31$144,663,667
Value of total assets at beginning of year2021-12-31$123,656,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$267,927
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$241,441
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,069,209
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$8,069,209
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,082,846
Participant contributions at end of year2021-12-31$2,428,306
Participant contributions at beginning of year2021-12-31$2,451,430
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$113,512
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,106,449
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$17,387
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$160,458
Other income not declared elsewhere2021-12-31$-160,269
Administrative expenses (other) incurred2021-12-31$266,569
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$491
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$21,167,640
Value of net assets at end of year (total assets less liabilities)2021-12-31$144,663,667
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,496,027
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$1,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$128,023,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$106,975,425
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$125,109
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$14,027,125
Value of interest in common/collective trusts at beginning of year2021-12-31$14,041,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$167,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$116,332
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,116,664
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$131,232
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$3,662,553
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$57,203
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,785,990
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$16,703
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : BAKER COMPANIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$160,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,053,537
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,690,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,443,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,049,144
Value of total assets at end of year2020-12-31$123,656,485
Value of total assets at beginning of year2020-12-31$103,133,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$247,388
Total interest from all sources2020-12-31$133,775
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,300,653
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$1,300,653
Administrative expenses professional fees incurred2020-12-31$217,950
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
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$7,551,529
Participant contributions at end of year2020-12-31$2,451,430
Participant contributions at beginning of year2020-12-31$2,371,395
Participant contributions at end of year2020-12-31$113,512
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,060,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$17,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$21,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$160,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$44,400
Total non interest bearing cash at end of year2020-12-31$491
Total non interest bearing cash at beginning of year2020-12-31$0
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$20,363,001
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,496,027
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$103,133,026
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
Investment advisory and management fees2020-12-31$29,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$106,975,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,149,209
Interest on participant loans2020-12-31$133,775
Value of interest in common/collective trusts at end of year2020-12-31$14,041,037
Value of interest in common/collective trusts at beginning of year2020-12-31$13,591,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,238,428
Net investment gain or loss from common/collective trusts2020-12-31$287,137
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,436,926
Employer contributions (assets) at end of year2020-12-31$57,203
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,443,148
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : BAKER COMPANIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$28,239,434
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,728,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,440,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,587,375
Value of total assets at end of year2019-12-31$103,133,026
Value of total assets at beginning of year2019-12-31$81,622,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$287,949
Total interest from all sources2019-12-31$112,180
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,412,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,412,455
Administrative expenses professional fees incurred2019-12-31$238,886
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
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$6,807,769
Participant contributions at end of year2019-12-31$2,371,395
Participant contributions at beginning of year2019-12-31$1,882,780
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,487
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$611,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$21,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,697
Other income not declared elsewhere2019-12-31$7,193
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$75
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$21,510,543
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,133,026
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,622,483
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
Investment advisory and management fees2019-12-31$49,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,149,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$65,575,460
Interest on participant loans2019-12-31$112,180
Value of interest in common/collective trusts at end of year2019-12-31$13,591,325
Value of interest in common/collective trusts at beginning of year2019-12-31$14,140,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,823,983
Net investment gain or loss from common/collective trusts2019-12-31$296,248
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,167,762
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$2,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,440,942
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : BAKER COMPANIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,473,565
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,325,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,063,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,447,270
Value of total assets at end of year2018-12-31$81,622,483
Value of total assets at beginning of year2018-12-31$82,473,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$261,815
Total interest from all sources2018-12-31$88,222
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,174,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,174,659
Administrative expenses professional fees incurred2018-12-31$222,565
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$5,794,383
Participant contributions at end of year2018-12-31$1,882,780
Participant contributions at beginning of year2018-12-31$1,922,332
Participant contributions at end of year2018-12-31$5,487
Participant contributions at beginning of year2018-12-31$97,715
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,937,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$15,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14,703
Other income not declared elsewhere2018-12-31$4,847
Administrative expenses (other) incurred2018-12-31$39,250
Total non interest bearing cash at end of year2018-12-31$75
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-851,474
Value of net assets at end of year (total assets less liabilities)2018-12-31$81,622,483
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$82,473,957
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$65,575,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$67,262,182
Interest on participant loans2018-12-31$88,222
Value of interest in common/collective trusts at end of year2018-12-31$14,140,063
Value of interest in common/collective trusts at beginning of year2018-12-31$13,130,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,504,379
Net investment gain or loss from common/collective trusts2018-12-31$262,946
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$2,715,594
Employer contributions (assets) at end of year2018-12-31$2,921
Employer contributions (assets) at beginning of year2018-12-31$46,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,063,224
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : BAKER COMPANIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,422,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,689
Total income from all sources (including contributions)2017-12-31$24,691,720
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,021,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,828,063
Expenses. Certain deemed distributions of participant loans2017-12-31$1,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,660,421
Value of total assets at end of year2017-12-31$82,473,957
Value of total assets at beginning of year2017-12-31$60,382,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$192,108
Total interest from all sources2017-12-31$73,313
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$963,508
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$963,508
Administrative expenses professional fees incurred2017-12-31$162,671
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$4,800,984
Participant contributions at end of year2017-12-31$1,922,332
Participant contributions at beginning of year2017-12-31$1,536,107
Participant contributions at end of year2017-12-31$97,715
Participant contributions at beginning of year2017-12-31$66,943
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,564,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$12,285
Other income not declared elsewhere2017-12-31$73
Administrative expenses (other) incurred2017-12-31$29,437
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$5,195
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$19,670,527
Value of net assets at end of year (total assets less liabilities)2017-12-31$82,473,957
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$60,380,745
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$67,262,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,386,980
Interest on participant loans2017-12-31$71,809
Interest earned on other investments2017-12-31$1,504
Value of interest in common/collective trusts at end of year2017-12-31$13,130,038
Value of interest in common/collective trusts at beginning of year2017-12-31$13,342,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,774,601
Net investment gain or loss from common/collective trusts2017-12-31$219,804
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,294,879
Employer contributions (assets) at end of year2017-12-31$46,987
Employer contributions (assets) at beginning of year2017-12-31$32,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,828,063
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,689
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260

Form 5500 Responses for BAKER COMPANIES 401(K) PLAN

2023: BAKER COMPANIES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAKER COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAKER COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAKER COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAKER COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAKER COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAKER COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1