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BAKER RETIREMENT PLAN 401k Plan overview

Plan NameBAKER RETIREMENT PLAN
Plan identification number 001

BAKER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:BAKER PLACES, INC.
Employer identification number (EIN):941694551
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about BAKER PLACES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1969-07-23
Company Identification Number: C0575924
Legal Registered Office Address: 1000 Brannan St Ste 401

San Francisco
United States of America (USA)
94103

More information about BAKER PLACES, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01HELEN ZHENG HELEN ZHENG2018-04-03
0012015-07-01HELEN ZHENG HELEN ZHENG2017-03-20
0012014-07-01HELEN ZHENG HELEN ZHENG2016-04-04
0012013-07-01HELEN ZHENG
0012012-07-01JUDITH E. STEVENSON JUDITH E. STEVENSON2014-04-15
0012011-07-01JUDITH E. STEVENSON JUDITH E. STEVENSON2013-04-02
0012009-07-01JUDITH E STEVENSON

Plan Statistics for BAKER RETIREMENT PLAN

401k plan membership statisitcs for BAKER RETIREMENT PLAN

Measure Date Value
2021: BAKER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01259
Total number of active participants reported on line 7a of the Form 55002021-07-01197
Number of retired or separated participants receiving benefits2021-07-016
Number of other retired or separated participants entitled to future benefits2021-07-0138
Total of all active and inactive participants2021-07-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01241
Number of participants with account balances2021-07-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0130
2020: BAKER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01314
Total number of active participants reported on line 7a of the Form 55002020-07-01214
Number of retired or separated participants receiving benefits2020-07-018
Number of other retired or separated participants entitled to future benefits2020-07-0138
Total of all active and inactive participants2020-07-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01260
Number of participants with account balances2020-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0133
2019: BAKER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01275
Total number of active participants reported on line 7a of the Form 55002019-07-01243
Number of retired or separated participants receiving benefits2019-07-0127
Number of other retired or separated participants entitled to future benefits2019-07-0140
Total of all active and inactive participants2019-07-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01310
Number of participants with account balances2019-07-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0127
2018: BAKER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01265
Total number of active participants reported on line 7a of the Form 55002018-07-01225
Number of retired or separated participants receiving benefits2018-07-0124
Number of other retired or separated participants entitled to future benefits2018-07-0138
Total of all active and inactive participants2018-07-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01287
Number of participants with account balances2018-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0120
2017: BAKER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01253
Total number of active participants reported on line 7a of the Form 55002017-07-01199
Number of retired or separated participants receiving benefits2017-07-0123
Number of other retired or separated participants entitled to future benefits2017-07-0141
Total of all active and inactive participants2017-07-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01263
Number of participants with account balances2017-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0117
2016: BAKER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01250
Total number of active participants reported on line 7a of the Form 55002016-07-01178
Number of retired or separated participants receiving benefits2016-07-0141
Number of other retired or separated participants entitled to future benefits2016-07-0138
Total of all active and inactive participants2016-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01257
Number of participants with account balances2016-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0114
2015: BAKER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01269
Total number of active participants reported on line 7a of the Form 55002015-07-01191
Number of retired or separated participants receiving benefits2015-07-0135
Number of other retired or separated participants entitled to future benefits2015-07-0134
Total of all active and inactive participants2015-07-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01260
Number of participants with account balances2015-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01133
2014: BAKER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01242
Total number of active participants reported on line 7a of the Form 55002014-07-01196
Number of retired or separated participants receiving benefits2014-07-0136
Number of other retired or separated participants entitled to future benefits2014-07-0126
Total of all active and inactive participants2014-07-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01258
Number of participants with account balances2014-07-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0113
2013: BAKER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01238
Total number of active participants reported on line 7a of the Form 55002013-07-01185
Number of retired or separated participants receiving benefits2013-07-0132
Number of other retired or separated participants entitled to future benefits2013-07-0128
Total of all active and inactive participants2013-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01245
Number of participants with account balances2013-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0117
2012: BAKER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01178
Total number of active participants reported on line 7a of the Form 55002012-07-01116
Number of retired or separated participants receiving benefits2012-07-0111
Number of other retired or separated participants entitled to future benefits2012-07-0165
Total of all active and inactive participants2012-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01192
Number of participants with account balances2012-07-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0116
2011: BAKER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01229
Total number of active participants reported on line 7a of the Form 55002011-07-01198
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0154
Total of all active and inactive participants2011-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01252
Number of participants with account balances2011-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: BAKER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01206
Total number of active participants reported on line 7a of the Form 55002009-07-01153
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0155
Total of all active and inactive participants2009-07-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01208
Number of participants with account balances2009-07-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on BAKER RETIREMENT PLAN

Measure Date Value
2022 : BAKER RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$113,996
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$305,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$239,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$586,557
Value of total assets at end of year2022-06-30$4,568,979
Value of total assets at beginning of year2022-06-30$4,760,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$66,138
Total interest from all sources2022-06-30$7,333
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$253,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$253,159
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$331,169
Participant contributions at end of year2022-06-30$164,546
Participant contributions at beginning of year2022-06-30$145,890
Participant contributions at end of year2022-06-30$23,438
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$6,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-191,720
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,568,979
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,760,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,165,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,461,144
Interest on participant loans2022-06-30$7,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,239,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,153,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-733,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$248,534
Employer contributions (assets) at end of year2022-06-30$20,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$239,578
Contract administrator fees2022-06-30$66,138
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30HARSHWALL & COMPANY LLP CPA
Accountancy firm EIN2022-06-30270741376
2021 : BAKER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,437,491
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,173,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,124,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$539,336
Value of total assets at end of year2021-06-30$4,760,699
Value of total assets at beginning of year2021-06-30$4,497,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$49,834
Total interest from all sources2021-06-30$5,783
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$188,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$188,951
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$299,877
Participant contributions at end of year2021-06-30$145,890
Participant contributions at beginning of year2021-06-30$96,031
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$3,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$263,508
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,760,699
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,497,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,461,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,312,206
Interest on participant loans2021-06-30$5,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,153,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,088,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$703,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$235,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,124,149
Contract administrator fees2021-06-30$49,834
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BHLF, LL
Accountancy firm EIN2021-06-30454806875
2020 : BAKER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$731,958
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$459,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$417,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$461,598
Value of total assets at end of year2020-06-30$4,497,191
Value of total assets at beginning of year2020-06-30$4,224,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$41,716
Total interest from all sources2020-06-30$6,872
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$250,380
Participant contributions at end of year2020-06-30$96,031
Participant contributions at beginning of year2020-06-30$172,280
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$3,256
Administrative expenses (other) incurred2020-06-30$41,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$272,853
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,497,191
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,224,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,312,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,932,286
Interest on participant loans2020-06-30$6,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,088,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,119,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$263,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$207,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$417,389
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BHLF LLP
Accountancy firm EIN2020-06-30454806875
2019 : BAKER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$626,673
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$867,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$792,969
Expenses. Certain deemed distributions of participant loans2019-06-30$39,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$417,740
Value of total assets at end of year2019-06-30$4,224,338
Value of total assets at beginning of year2019-06-30$4,464,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$34,837
Total interest from all sources2019-06-30$9,501
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$111,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$111,236
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$216,571
Participant contributions at end of year2019-06-30$172,280
Participant contributions at beginning of year2019-06-30$229,326
Administrative expenses (other) incurred2019-06-30$34,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-240,412
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,224,338
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,464,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,932,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,923,186
Interest on participant loans2019-06-30$9,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,119,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,312,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$88,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$201,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$792,969
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BHLF LLP
Accountancy firm EIN2019-06-30454806875
2018 : BAKER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$707,195
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$487,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$454,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$431,451
Value of total assets at end of year2018-06-30$4,464,750
Value of total assets at beginning of year2018-06-30$4,245,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$32,510
Total interest from all sources2018-06-30$8,701
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$93,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$93,211
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$223,821
Participant contributions at end of year2018-06-30$229,326
Participant contributions at beginning of year2018-06-30$218,359
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$15,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$219,691
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,464,750
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,245,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,923,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,622,543
Interest on participant loans2018-06-30$8,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,312,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,404,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$173,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$192,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$454,994
Contract administrator fees2018-06-30$32,510
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BHLF LLP
Accountancy firm EIN2018-06-30454806875
2017 : BAKER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$741,006
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$327,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$299,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$438,895
Value of total assets at end of year2017-06-30$4,245,059
Value of total assets at beginning of year2017-06-30$3,831,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$28,318
Total interest from all sources2017-06-30$161,000
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$28,318
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$221,049
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$5,522
Assets. Loans (other than to participants) at end of year2017-06-30$218,359
Assets. Loans (other than to participants) at beginning of year2017-06-30$267,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$413,366
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,245,059
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,831,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,622,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,253,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$161,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,404,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,310,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$141,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$212,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$299,322
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BONG HILLBERG LEWIS FISCHESSER LLP
Accountancy firm EIN2017-06-30454806875
2016 : BAKER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$493,952
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$239,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$214,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$458,875
Value of total assets at end of year2016-06-30$3,831,693
Value of total assets at beginning of year2016-06-30$3,576,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,572
Total interest from all sources2016-06-30$23,286
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$24,572
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$222,036
Participant contributions at beginning of year2016-06-30$7,954
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$37,738
Assets. Loans (other than to participants) at end of year2016-06-30$267,007
Assets. Loans (other than to participants) at beginning of year2016-06-30$254,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$254,843
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,831,693
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,576,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,253,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,148,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$23,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,310,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,158,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$11,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$199,101
Employer contributions (assets) at beginning of year2016-06-30$7,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$214,537
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BONG HILLBERG LEWIS FISCHESSER LLP
Accountancy firm EIN2016-06-30454806875
2015 : BAKER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$516,333
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$432,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$410,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$405,261
Value of total assets at end of year2015-06-30$3,576,850
Value of total assets at beginning of year2015-06-30$3,493,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$22,801
Total interest from all sources2015-06-30$47,024
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$205,968
Participant contributions at end of year2015-06-30$7,954
Participant contributions at beginning of year2015-06-30$6,633
Assets. Loans (other than to participants) at end of year2015-06-30$254,884
Assets. Loans (other than to participants) at beginning of year2015-06-30$288,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$83,495
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,576,850
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,493,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,148,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,697,046
Interest on participant loans2015-06-30$9,050
Interest earned on other investments2015-06-30$1,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$156,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$156,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$36,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,158,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,330,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$64,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$199,293
Employer contributions (assets) at end of year2015-06-30$7,290
Employer contributions (assets) at beginning of year2015-06-30$13,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$410,037
Contract administrator fees2015-06-30$22,801
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BONG HLLBERG LEWIS FISCHESSER LLP
Accountancy firm EIN2015-06-30454806875
2014 : BAKER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$691,987
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$316,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$293,842
Expenses. Certain deemed distributions of participant loans2014-06-30$22,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$388,287
Value of total assets at end of year2014-06-30$3,491,938
Value of total assets at beginning of year2014-06-30$3,116,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$36,227
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$30,174
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$186,850
Participant contributions at end of year2014-06-30$6,633
Assets. Other investments not covered elsewhere at end of year2014-06-30$86,291
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$15,874
Assets. Loans (other than to participants) at end of year2014-06-30$309,564
Assets. Loans (other than to participants) at beginning of year2014-06-30$241,883
Other income not declared elsewhere2014-06-30$14,197
Administrative expenses (other) incurred2014-06-30$19,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$375,442
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,491,938
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,116,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,096,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,641,932
Interest on participant loans2014-06-30$4,225
Interest earned on other investments2014-06-30$32,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$156,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,330,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,203,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$267,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$185,563
Employer contributions (assets) at end of year2014-06-30$13,682
Employer contributions (assets) at beginning of year2014-06-30$29,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$293,842
Contract administrator fees2014-06-30$1,930
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN2014-06-30680300457
2013 : BAKER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$575,430
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$218,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$208,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$379,509
Value of total assets at end of year2013-06-30$3,116,496
Value of total assets at beginning of year2013-06-30$2,759,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$10,287
Total interest from all sources2013-06-30$47,149
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$11,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$11,980
Administrative expenses professional fees incurred2013-06-30$10,287
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$203,407
Participant contributions at beginning of year2013-06-30$15,003
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$4,478
Assets. Loans (other than to participants) at end of year2013-06-30$241,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$356,595
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,116,496
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,759,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,641,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,426,101
Interest on participant loans2013-06-30$2,379
Interest earned on other investments2013-06-30$44,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,203,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,305,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$136,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$171,624
Employer contributions (assets) at end of year2013-06-30$29,224
Employer contributions (assets) at beginning of year2013-06-30$13,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$208,548
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MGO
Accountancy firm EIN2013-06-30680300457
2012 : BAKER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$555,767
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$185,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$185,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$520,212
Value of total assets at end of year2012-06-30$2,759,901
Value of total assets at beginning of year2012-06-30$2,389,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$62
Total interest from all sources2012-06-30$38,847
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$199,161
Participant contributions at beginning of year2012-06-30$0
Participant contributions at end of year2012-06-30$15,003
Participant contributions at beginning of year2012-06-30$7,880
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$140,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$370,144
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,759,901
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,389,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,426,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,314,813
Interest earned on other investments2012-06-30$38,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,305,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,053,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-3,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$181,016
Employer contributions (assets) at end of year2012-06-30$13,346
Employer contributions (assets) at beginning of year2012-06-30$13,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$185,561
Contract administrator fees2012-06-30$62
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MACIAS GINI OCONNELL CPA LLP
Accountancy firm EIN2012-06-30680300457
2011 : BAKER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$611,888
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$228,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$228,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$394,886
Value of total assets at end of year2011-06-30$2,389,757
Value of total assets at beginning of year2011-06-30$2,005,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$33,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$33,721
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$183,001
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Participant contributions at end of year2011-06-30$7,880
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$383,816
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,389,757
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,005,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,314,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,088,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,053,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$917,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$183,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$210,316
Employer contributions (assets) at end of year2011-06-30$13,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$228,072
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MACIAS GINI OCONNELL CPA LLP
Accountancy firm EIN2011-06-30680300457
2010 : BAKER RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BAKER RETIREMENT PLAN

2021: BAKER RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BAKER RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BAKER RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BAKER RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BAKER RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BAKER RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BAKER RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BAKER RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BAKER RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BAKER RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BAKER RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: BAKER RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 2
Insurance contract or identification numberCR28106
Number of Individuals Covered2
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $30
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $30
Insurance broker organization code?4
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 1
Insurance contract or identification number893499-007
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $753
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees753
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 2
Insurance contract or identification numberCR28106
Number of Individuals Covered3
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $139
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $139
Insurance broker organization code?4
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 1
Insurance contract or identification number893499-007
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,294
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4294
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 2
Insurance contract or identification numberCR28106
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,876
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,876
Insurance broker organization code?4
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 1
Insurance contract or identification number893499-007
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,735
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3735
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 2
Insurance contract or identification numberCR28106
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $4,454
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,454
Insurance broker organization code?4
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 1
Insurance contract or identification number893499-007
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,387
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,387
Insurance broker organization code?4
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 1
Insurance contract or identification number893499-007
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,574
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 2
Insurance contract or identification numberCR28106
Number of Individuals Covered74
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $4,962
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 2
Insurance contract or identification numberCR28106
Number of Individuals Covered81
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $7,172
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,172
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 1
Insurance contract or identification number893499-007
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,348
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,348
Insurance broker organization code?4
Insurance broker nameLINCOLN NATIONAL LIFE
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 2
Insurance contract or identification number893499-007
Number of Individuals Covered176
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $2,631
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,631
Insurance broker organization code?4
Insurance broker nameLINCOLN NATIONAL LIFE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 1
Insurance contract or identification numberCR28106
Number of Individuals Covered89
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $7,962
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,962
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 1
Insurance contract or identification numberCR28106
Number of Individuals Covered97
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $8,745
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,745
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 2
Insurance contract or identification number893499-007
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,263
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,263
Insurance broker organization code?4
Insurance broker nameLINCOLN NATIONAL LIFE
BAKER PLACES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893499-007
Policy instance 2
Insurance contract or identification number893499-007
Number of Individuals Covered78
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,081
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,081
Insurance broker organization code?4
Insurance broker nameLINCOLN NATIONAL LIFE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 1
Insurance contract or identification numberCR28106
Number of Individuals Covered91
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $10,898
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,898
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 1
Insurance contract or identification numberCR28106
Number of Individuals Covered178
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $16,647
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR28106
Policy instance 1
Insurance contract or identification numberCR28106
Number of Individuals Covered171
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $11,885
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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