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BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBAKER & O'BRIEN RETIREMENT SAVINGS PLAN
Plan identification number 001

BAKER & O'BRIEN RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:BAKER & OBRIEN, INC.
Employer identification number (EIN):752464053
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER & O'BRIEN RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFFREY WEYANDT
0012016-01-01JEFFREY WEYANDT
0012015-01-01JAAN KUHLMAN
0012014-01-01JAAN KUHLMAN
0012013-01-01JAAN KEIDEL
0012012-01-01JAAN KEIDEL JAAN KEIDEL2013-10-11
0012011-01-01JAAN KEIDEL
0012010-01-01JAAN KEIDEL
0012009-11-01JAAN KEIDEL THOMAS ANDERSON2010-10-05
0012009-01-01JAAN KEIDEL THOMAS ANDERSON2010-10-06

Plan Statistics for BAKER & O'BRIEN RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BAKER & O'BRIEN RETIREMENT SAVINGS PLAN

Measure Date Value
2023: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0150
Total number of active participants reported on line 7a of the Form 55002023-01-0131
Number of other retired or separated participants entitled to future benefits2023-01-0113
Total of all active and inactive participants2023-01-0144
Total participants2023-01-0144
Number of participants with account balances2023-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0147
Total number of active participants reported on line 7a of the Form 55002022-01-0131
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-0150
Total participants2022-01-0150
Number of participants with account balances2022-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0147
Total number of active participants reported on line 7a of the Form 55002021-01-0134
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0147
Total participants2021-01-0147
Number of participants with account balances2021-01-0147
2020: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0146
Total number of active participants reported on line 7a of the Form 55002020-01-0136
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0147
Total participants2020-01-0147
Number of participants with account balances2020-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0145
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0146
Number of participants with account balances2019-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0145
Total participants2018-01-0145
Number of participants with account balances2018-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0144
Total number of active participants reported on line 7a of the Form 55002017-01-0138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0143
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0144
Number of participants with account balances2016-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0143
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0141
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0140
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0141
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0141
Number of participants with account balances2013-01-0140
2012: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0141
Total number of active participants reported on line 7a of the Form 55002012-01-0139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0141
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0146
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0145
Total number of active participants reported on line 7a of the Form 55002010-01-0142
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0146
Number of participants with account balances2010-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0147
Total number of active participants reported on line 7a of the Form 55002009-11-0143
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-012
Total of all active and inactive participants2009-11-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-0145
Number of participants with account balances2009-11-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
Total participants, beginning-of-year2009-01-0147
Total number of active participants reported on line 7a of the Form 55002009-01-0143
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0145
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BAKER & O'BRIEN RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,360,341
Expenses. Total of all expenses incurred2023-12-31$4,255,550
Benefits paid (including direct rollovers)2023-12-31$4,103,234
Total plan assets at end of year2023-12-31$15,218,921
Total plan assets at beginning of year2023-12-31$16,114,130
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$432,922
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$2,534,253
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-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 loans2023-12-31$18,694
Assets. Value of assets in partnership/joint-venture interests2023-12-31$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 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$393,166
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$171,692
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$-19,376
2022 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-208,213
Expenses. Total of all expenses incurred2022-12-31$582,769
Benefits paid (including direct rollovers)2022-12-31$516,545
Total plan assets at end of year2022-12-31$16,114,130
Total plan assets at beginning of year2022-12-31$16,905,112
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$377,461
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$1,673,873
Other income received2022-12-31$-2,585,315
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$12,149
Assets. Value of assets in partnership/joint-venture interests2022-12-31$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 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$325,768
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$84,377
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-18,153
2021 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,771,541
Expenses. Total of all expenses incurred2021-12-31$391,097
Benefits paid (including direct rollovers)2021-12-31$157,991
Total plan assets at end of year2021-12-31$16,905,112
Total plan assets at beginning of year2021-12-31$14,524,668
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$358,882
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$2,035,091
Noncash contributions received2021-12-31$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 loans2021-12-31$78,508
Assets. Value of assets in partnership/joint-venture interests2021-12-31$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 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$377,568
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$238,548
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-5,442
2020 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,077,739
Expenses. Total of all expenses incurred2020-12-31$85,814
Benefits paid (including direct rollovers)2020-12-31$90,442
Total plan assets at end of year2020-12-31$14,524,668
Total plan assets at beginning of year2020-12-31$11,532,743
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$404,540
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$299,228
Other income received2020-12-31$1,423,971
Noncash contributions received2020-12-31$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 loans2020-12-31$41,387
Assets. Value of assets in partnership/joint-venture interests2020-12-31$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 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$950,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-4,628
2019 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,014,699
Expenses. Total of all expenses incurred2019-12-31$735,049
Benefits paid (including direct rollovers)2019-12-31$729,429
Total plan assets at end of year2019-12-31$11,532,743
Total plan assets at beginning of year2019-12-31$9,253,093
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$414,562
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$39,184
Other income received2019-12-31$1,770,953
Noncash contributions received2019-12-31$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 loans2019-12-31$55,865
Total contributions received or receivable from employer(s)2019-12-31$790,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$10,902
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$-5,282
2018 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$407,360
Expenses. Total of all expenses incurred2018-12-31$492,008
Benefits paid (including direct rollovers)2018-12-31$491,460
Total plan assets at end of year2018-12-31$9,253,093
Total plan assets at beginning of year2018-12-31$9,337,741
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$425,566
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$130,723
Other income received2018-12-31$-498,233
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$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 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$349,304
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$548
2017 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,301,236
Expenses. Total of all expenses incurred2017-12-31$4,260,391
Benefits paid (including direct rollovers)2017-12-31$4,259,935
Total plan assets at end of year2017-12-31$9,337,741
Total plan assets at beginning of year2017-12-31$11,296,896
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$300,388
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,677,723
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-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 loans2017-12-31$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 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$323,125
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$456
2016 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,604,287
Expenses. Total of all expenses incurred2016-12-31$800,244
Benefits paid (including direct rollovers)2016-12-31$799,678
Total plan assets at end of year2016-12-31$11,296,896
Total plan assets at beginning of year2016-12-31$10,492,853
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$345,165
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$164,552
Other income received2016-12-31$761,837
Noncash contributions received2016-12-31$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 loans2016-12-31$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 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$332,733
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$463,854
Expenses. Total of all expenses incurred2015-12-31$712,245
Benefits paid (including direct rollovers)2015-12-31$711,718
Total plan assets at end of year2015-12-31$10,492,853
Total plan assets at beginning of year2015-12-31$10,741,244
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$301,887
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$27,586
Other income received2015-12-31$-265,619
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$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 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$400,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,425,191
Expenses. Total of all expenses incurred2014-12-31$198,994
Benefits paid (including direct rollovers)2014-12-31$198,725
Total plan assets at end of year2014-12-31$10,741,244
Total plan assets at beginning of year2014-12-31$9,515,047
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$331,603
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$193,736
Other income received2014-12-31$499,852
Noncash contributions received2014-12-31$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 loans2014-12-31$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 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$400,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,537,327
Expenses. Total of all expenses incurred2013-12-31$2,215,176
Benefits paid (including direct rollovers)2013-12-31$2,214,951
Total plan assets at end of year2013-12-31$9,515,047
Total plan assets at beginning of year2013-12-31$9,192,896
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$324,851
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$27,417
Other income received2013-12-31$1,635,059
Noncash contributions received2013-12-31$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 loans2013-12-31$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 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$550,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$1,640,951
Expenses. Total of all expenses incurred2012-12-31$2,141,566
Benefits paid (including direct rollovers)2012-12-31$2,141,342
Total plan assets at end of year2012-12-31$9,192,896
Total plan assets at beginning of year2012-12-31$9,693,511
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$195,462
Other income received2012-12-31$895,489
Net income (gross income less expenses)2012-12-31$-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 loans2012-12-31$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 securities2012-12-31$0
2011 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$611,287
Expenses. Total of all expenses incurred2011-12-31$775,269
Benefits paid (including direct rollovers)2011-12-31$774,920
Total plan assets at end of year2011-12-31$9,693,511
Total plan assets at beginning of year2011-12-31$9,857,493
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$164,386
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,546,262
Expenses. Total of all expenses incurred2010-12-31$3,335,834
Benefits paid (including direct rollovers)2010-12-31$3,335,546
Total plan assets at end of year2010-12-31$9,857,493
Total plan assets at beginning of year2010-12-31$11,647,065
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$154,128
Contributions received from other sources (not participants or employers)2010-12-31$72,748
Other income received2010-12-31$819,386
Net income (gross income less expenses)2010-12-31$-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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for BAKER & O'BRIEN RETIREMENT SAVINGS PLAN

2023: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAKER & O'BRIEN RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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