BAKER & OBRIEN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAKER & O'BRIEN RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2023: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 13 |
Total of all active and inactive participants | 2023-01-01 | 44 |
Total participants | 2023-01-01 | 44 |
Number of participants with account balances | 2023-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 19 |
Total of all active and inactive participants | 2022-01-01 | 50 |
Total participants | 2022-01-01 | 50 |
Number of participants with account balances | 2022-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
Total of all active and inactive participants | 2021-01-01 | 47 |
Total participants | 2021-01-01 | 47 |
Number of participants with account balances | 2021-01-01 | 47 |
2020: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 47 |
Total participants | 2020-01-01 | 47 |
Number of participants with account balances | 2020-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
Total of all active and inactive participants | 2019-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 46 |
Number of participants with account balances | 2019-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 45 |
Total participants | 2018-01-01 | 45 |
Number of participants with account balances | 2018-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 46 |
Number of participants with account balances | 2017-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 44 |
Number of participants with account balances | 2016-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 43 |
Number of participants with account balances | 2015-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 41 |
Number of participants with account balances | 2013-01-01 | 40 |
2012: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 41 |
Number of participants with account balances | 2012-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 41 |
Number of participants with account balances | 2011-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 46 |
Number of participants with account balances | 2010-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-11-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 43 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 2 |
Total of all active and inactive participants | 2009-11-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 45 |
Number of participants with account balances | 2009-11-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
Total participants, beginning-of-year | 2009-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 45 |
Number of participants with account balances | 2009-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $3,360,341 |
Expenses. Total of all expenses incurred | 2023-12-31 | $4,255,550 |
Benefits paid (including direct rollovers) | 2023-12-31 | $4,103,234 |
Total plan assets at end of year | 2023-12-31 | $15,218,921 |
Total plan assets at beginning of year | 2023-12-31 | $16,114,130 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $432,922 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $2,534,253 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $-895,209 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $15,218,921 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $16,114,130 |
Assets. Value of participant loans | 2023-12-31 | $18,694 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $393,166 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $171,692 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $-19,376 |
2022 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-208,213 |
Expenses. Total of all expenses incurred | 2022-12-31 | $582,769 |
Benefits paid (including direct rollovers) | 2022-12-31 | $516,545 |
Total plan assets at end of year | 2022-12-31 | $16,114,130 |
Total plan assets at beginning of year | 2022-12-31 | $16,905,112 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $377,461 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $1,673,873 |
Other income received | 2022-12-31 | $-2,585,315 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-790,982 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $16,114,130 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,905,112 |
Assets. Value of participant loans | 2022-12-31 | $12,149 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $325,768 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $84,377 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $-18,153 |
2021 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,771,541 |
Expenses. Total of all expenses incurred | 2021-12-31 | $391,097 |
Benefits paid (including direct rollovers) | 2021-12-31 | $157,991 |
Total plan assets at end of year | 2021-12-31 | $16,905,112 |
Total plan assets at beginning of year | 2021-12-31 | $14,524,668 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $358,882 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $2,035,091 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $2,380,444 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $16,905,112 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,524,668 |
Assets. Value of participant loans | 2021-12-31 | $78,508 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $377,568 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $238,548 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $-5,442 |
2020 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $3,077,739 |
Expenses. Total of all expenses incurred | 2020-12-31 | $85,814 |
Benefits paid (including direct rollovers) | 2020-12-31 | $90,442 |
Total plan assets at end of year | 2020-12-31 | $14,524,668 |
Total plan assets at beginning of year | 2020-12-31 | $11,532,743 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $404,540 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $299,228 |
Other income received | 2020-12-31 | $1,423,971 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $2,991,925 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,524,668 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,532,743 |
Assets. Value of participant loans | 2020-12-31 | $41,387 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $950,000 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $-4,628 |
2019 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $3,014,699 |
Expenses. Total of all expenses incurred | 2019-12-31 | $735,049 |
Benefits paid (including direct rollovers) | 2019-12-31 | $729,429 |
Total plan assets at end of year | 2019-12-31 | $11,532,743 |
Total plan assets at beginning of year | 2019-12-31 | $9,253,093 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $414,562 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $39,184 |
Other income received | 2019-12-31 | $1,770,953 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $2,279,650 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,532,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,253,093 |
Assets. Value of participant loans | 2019-12-31 | $55,865 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $790,000 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $10,902 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $-5,282 |
2018 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $407,360 |
Expenses. Total of all expenses incurred | 2018-12-31 | $492,008 |
Benefits paid (including direct rollovers) | 2018-12-31 | $491,460 |
Total plan assets at end of year | 2018-12-31 | $9,253,093 |
Total plan assets at beginning of year | 2018-12-31 | $9,337,741 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $425,566 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $130,723 |
Other income received | 2018-12-31 | $-498,233 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-84,648 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,253,093 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,337,741 |
Assets. Value of participant loans | 2018-12-31 | $65,277 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $349,304 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $548 |
2017 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,301,236 |
Expenses. Total of all expenses incurred | 2017-12-31 | $4,260,391 |
Benefits paid (including direct rollovers) | 2017-12-31 | $4,259,935 |
Total plan assets at end of year | 2017-12-31 | $9,337,741 |
Total plan assets at beginning of year | 2017-12-31 | $11,296,896 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $300,388 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,677,723 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-1,959,155 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,337,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,296,896 |
Assets. Value of participant loans | 2017-12-31 | $90,710 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $323,125 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $456 |
2016 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,604,287 |
Expenses. Total of all expenses incurred | 2016-12-31 | $800,244 |
Benefits paid (including direct rollovers) | 2016-12-31 | $799,678 |
Total plan assets at end of year | 2016-12-31 | $11,296,896 |
Total plan assets at beginning of year | 2016-12-31 | $10,492,853 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $345,165 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $164,552 |
Other income received | 2016-12-31 | $761,837 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $804,043 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,296,896 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,492,853 |
Assets. Value of participant loans | 2016-12-31 | $98,192 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $332,733 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $566 |
2015 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $463,854 |
Expenses. Total of all expenses incurred | 2015-12-31 | $712,245 |
Benefits paid (including direct rollovers) | 2015-12-31 | $711,718 |
Total plan assets at end of year | 2015-12-31 | $10,492,853 |
Total plan assets at beginning of year | 2015-12-31 | $10,741,244 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $301,887 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $27,586 |
Other income received | 2015-12-31 | $-265,619 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-248,391 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,492,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,741,244 |
Assets. Value of participant loans | 2015-12-31 | $92,635 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $400,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $527 |
2014 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,425,191 |
Expenses. Total of all expenses incurred | 2014-12-31 | $198,994 |
Benefits paid (including direct rollovers) | 2014-12-31 | $198,725 |
Total plan assets at end of year | 2014-12-31 | $10,741,244 |
Total plan assets at beginning of year | 2014-12-31 | $9,515,047 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $331,603 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $193,736 |
Other income received | 2014-12-31 | $499,852 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $1,226,197 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,741,244 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,515,047 |
Assets. Value of participant loans | 2014-12-31 | $64,059 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $400,000 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $269 |
2013 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,537,327 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,215,176 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,214,951 |
Total plan assets at end of year | 2013-12-31 | $9,515,047 |
Total plan assets at beginning of year | 2013-12-31 | $9,192,896 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $324,851 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $27,417 |
Other income received | 2013-12-31 | $1,635,059 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $322,151 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,515,047 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,192,896 |
Assets. Value of participant loans | 2013-12-31 | $36,417 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $550,000 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $225 |
2012 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,640,951 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,141,566 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,141,342 |
Total plan assets at end of year | 2012-12-31 | $9,192,896 |
Total plan assets at beginning of year | 2012-12-31 | $9,693,511 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $195,462 |
Other income received | 2012-12-31 | $895,489 |
Net income (gross income less expenses) | 2012-12-31 | $-500,615 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,192,896 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,693,511 |
Assets. Value of participant loans | 2012-12-31 | $73,704 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $550,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $224 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $611,287 |
Expenses. Total of all expenses incurred | 2011-12-31 | $775,269 |
Benefits paid (including direct rollovers) | 2011-12-31 | $774,920 |
Total plan assets at end of year | 2011-12-31 | $9,693,511 |
Total plan assets at beginning of year | 2011-12-31 | $9,857,493 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $164,386 |
Other income received | 2011-12-31 | $-67,929 |
Net income (gross income less expenses) | 2011-12-31 | $-163,982 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,693,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,857,493 |
Assets. Value of participant loans | 2011-12-31 | $89,555 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $514,830 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $349 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,546,262 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,335,834 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,335,546 |
Total plan assets at end of year | 2010-12-31 | $9,857,493 |
Total plan assets at beginning of year | 2010-12-31 | $11,647,065 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $154,128 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $72,748 |
Other income received | 2010-12-31 | $819,386 |
Net income (gross income less expenses) | 2010-12-31 | $-1,789,572 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,857,493 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,647,065 |
Assets. Value of participant loans | 2010-12-31 | $90,695 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $500,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $288 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BAKER & O'BRIEN RETIREMENT SAVINGS 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 |
2023: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BAKER & O'BRIEN RETIREMENT SAVINGS 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BAKER & O'BRIEN RETIREMENT SAVINGS 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BAKER & O'BRIEN RETIREMENT SAVINGS 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BAKER & O'BRIEN RETIREMENT SAVINGS 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BAKER & O'BRIEN RETIREMENT SAVINGS 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
---|
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |