J.H. BAXTER CO CLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J.H. BAXTER & CO 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : J.H. BAXTER & CO 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-03 | 85378 |
| Net assets as of the end of the plan year | 2025-09-03 | 3752825 |
| Total assets as of the beginning of the plan year | 2025-09-03 | 3362039 |
| Value of plan covered by a fidelity bond | 2025-09-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-03 | 29233 |
| Other income to plan in this plan year | 2025-09-03 | 446931 |
| Plan net income in this plan year | 2025-09-03 | 390786 |
| Net assets as of the end of the plan year | 2025-09-03 | 3752825 |
| Net assets as of the beginning of the plan year | 2025-09-03 | 3362039 |
| Fees paid to broker by Benefit Provider | 2025-09-03 | 9017 |
| 2024 : J.H. BAXTER & CO 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-05 | 882336 |
| Net assets as of the end of the plan year | 2024-10-05 | 3362039 |
| Total assets as of the beginning of the plan year | 2024-10-05 | 3742210 |
| Value of plan covered by a fidelity bond | 2024-10-05 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-05 | 33832 |
| Other income to plan in this plan year | 2024-10-05 | 468333 |
| Plan net income in this plan year | 2024-10-05 | -380171 |
| Net assets as of the end of the plan year | 2024-10-05 | 3362039 |
| Net assets as of the beginning of the plan year | 2024-10-05 | 3742210 |
| Fees paid to broker by Benefit Provider | 2024-10-05 | 9085 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-05 | 100 |
| 2022 : J.H. BAXTER & CO 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-31 | 35928 |
| Net assets as of the end of the plan year | 2022-08-31 | 4465408 |
| Total assets as of the beginning of the plan year | 2022-08-31 | 3937243 |
| Value of plan covered by a fidelity bond | 2022-08-31 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-31 | 96453 |
| Other income to plan in this plan year | 2022-08-31 | 467640 |
| Plan net income in this plan year | 2022-08-31 | 528165 |
| Net assets as of the end of the plan year | 2022-08-31 | 4465408 |
| Net assets as of the beginning of the plan year | 2022-08-31 | 3937243 |
| Fees paid to broker by Benefit Provider | 2022-08-31 | 10541 |
| 2015 : J.H. BAXTER & CO 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $118,883 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $27,558 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $21,600 |
| Total plan assets at end of year | 2015-12-31 | $3,797,963 |
| Total plan assets at beginning of year | 2015-12-31 | $3,706,638 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $126,025 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $20,509 |
| Other income received | 2015-12-31 | $-27,651 |
| Net income (gross income less expenses) | 2015-12-31 | $91,325 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,797,963 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,706,638 |
| Value of corrective distributions | 2015-12-31 | $5,958 |
| 2014 : J.H. BAXTER & CO 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $336,292 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $134,718 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $126,197 |
| Total plan assets at end of year | 2014-12-31 | $3,706,638 |
| Total plan assets at beginning of year | 2014-12-31 | $3,505,064 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $126,230 |
| Other income received | 2014-12-31 | $210,062 |
| Net income (gross income less expenses) | 2014-12-31 | $201,574 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,706,638 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,505,064 |
| Assets. Value of participant loans | 2014-12-31 | $10,660 |
| Value of corrective distributions | 2014-12-31 | $8,521 |
| 2013 : J.H. BAXTER & CO 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $541,038 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $150,464 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $148,748 |
| Total plan assets at end of year | 2013-12-31 | $3,505,064 |
| Total plan assets at beginning of year | 2013-12-31 | $3,114,490 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $115,362 |
| Other income received | 2013-12-31 | $425,676 |
| Net income (gross income less expenses) | 2013-12-31 | $390,574 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,505,064 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,114,490 |
| Value of corrective distributions | 2013-12-31 | $1,716 |
| 2012 : J.H. BAXTER & CO 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $399,242 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $109,770 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $109,306 |
| Total plan assets at end of year | 2012-12-31 | $3,114,490 |
| Total plan assets at beginning of year | 2012-12-31 | $2,825,018 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $112,078 |
| Other income received | 2012-12-31 | $287,164 |
| Net income (gross income less expenses) | 2012-12-31 | $289,472 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,114,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,825,018 |
| Value of corrective distributions | 2012-12-31 | $464 |
| 2011 : J.H. BAXTER & CO 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $58,507 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $35,489 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $35,489 |
| Total plan assets at end of year | 2011-12-31 | $2,825,018 |
| Total plan assets at beginning of year | 2011-12-31 | $2,802,000 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $111,482 |
| Other income received | 2011-12-31 | $-52,975 |
| Net income (gross income less expenses) | 2011-12-31 | $23,018 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,825,018 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,802,000 |
| Assets. Value of participant loans | 2011-12-31 | $321 |
| 2010 : J.H. BAXTER & CO 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $456,094 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $314,773 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $314,773 |
| Total plan assets at end of year | 2010-12-31 | $2,802,000 |
| Total plan assets at beginning of year | 2010-12-31 | $2,660,679 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $107,027 |
| Other income received | 2010-12-31 | $349,067 |
| Net income (gross income less expenses) | 2010-12-31 | $141,321 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,802,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,660,679 |
| Assets. Value of participant loans | 2010-12-31 | $321 |
| 2009 : J.H. BAXTER & CO 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: J.H. BAXTER & CO 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: J.H. BAXTER & CO 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: J.H. BAXTER & CO 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: J.H. BAXTER & CO 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: J.H. BAXTER & CO 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: J.H. BAXTER & CO 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
