Logo

BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

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, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01JEFFREY P. WEYANDT2023-10-11
0032021-01-01JEFFREY P. WEYANDT2022-09-30
0032020-01-01JEFFREY P. WEYANDT2021-10-13
0032019-01-01JEFFREY P. WEYANDT2020-10-13
0032018-01-01JEFFREY P. WEYANDT2019-10-09
0032018-01-01JEFFREY P. WEYANDT2020-10-13
0032017-01-01
0032016-01-01JEFFREY WEYANDT
0032015-01-01JAAN KUHLMAN
0032014-01-01JAAN KUHLMAN
0032013-01-01JAAN KEIDEL
0032012-01-01JAAN KEIDEL
0032011-01-01JAAN KEIDEL

Plan Statistics for BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0141
Total number of active participants reported on line 7a of the Form 55002023-01-0127
Number of retired or separated participants receiving benefits2023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0143
Number of participants with account balances2023-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0137
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0136
Number of participants with account balances2022-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0136
Total number of active participants reported on line 7a of the Form 55002021-01-0129
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0136
Number of participants with account balances2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137
Total number of active participants reported on line 7a of the Form 55002020-01-0133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0134
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0138
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0135
Number of participants with account balances2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0139
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0139
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0139
Total number of active participants reported on line 7a of the Form 55002017-01-0134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0137
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0136
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0134
Number of participants with account balances2016-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-0131
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0133
Number of participants with account balances2015-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0137
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0136
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0137
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0138
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0139
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0141
Total number of active participants reported on line 7a of the Form 55002011-01-0137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0140
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP 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$871,175
Expenses. Total of all expenses incurred2023-12-31$1,121,499
Benefits paid (including direct rollovers)2023-12-31$1,121,499
Total plan assets at end of year2023-12-31$8,761,277
Total plan assets at beginning of year2023-12-31$9,011,601
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$-225,659
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-250,324
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,761,277
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$9,011,601
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2023-12-31$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$7,381,530
Total contributions received or receivable from employer(s)2023-12-31$1,096,834
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
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$1,444,377
Expenses. Total of all expenses incurred2022-12-31$801,655
Benefits paid (including direct rollovers)2022-12-31$801,655
Total plan assets at end of year2022-12-31$9,011,601
Total plan assets at beginning of year2022-12-31$8,368,879
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$0
Other income received2022-12-31$470,145
Net income (gross income less expenses)2022-12-31$642,722
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,011,601
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,368,879
Assets. Value of employer securities2022-12-31$7,636,680
Total contributions received or receivable from employer(s)2022-12-31$974,232
2021 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-29,113
Expenses. Total of all expenses incurred2021-12-31$45,893
Benefits paid (including direct rollovers)2021-12-31$45,893
Total plan assets at end of year2021-12-31$8,368,879
Total plan assets at beginning of year2021-12-31$8,443,885
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$0
Other income received2021-12-31$-851,545
Net income (gross income less expenses)2021-12-31$-75,006
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,368,879
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,443,885
Assets. Value of employer securities2021-12-31$7,176,600
Total contributions received or receivable from employer(s)2021-12-31$822,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
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$2,603,084
Expenses. Total of all expenses incurred2020-12-31$556,944
Benefits paid (including direct rollovers)2020-12-31$556,944
Total plan assets at end of year2020-12-31$8,443,885
Total plan assets at beginning of year2020-12-31$6,397,745
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$2,353,084
Net income (gross income less expenses)2020-12-31$2,046,140
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,443,885
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,397,745
Assets. Value of employer securities2020-12-31$8,028,180
Total contributions received or receivable from employer(s)2020-12-31$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$291,159
Total income from all sources2019-12-31$1,902,041
Expenses. Total of all expenses incurred2019-12-31$726,501
Benefits paid (including direct rollovers)2019-12-31$715,205
Total plan assets at end of year2019-12-31$6,397,745
Total plan assets at beginning of year2019-12-31$5,513,364
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$11,296
Other income received2019-12-31$1,402,041
Net income (gross income less expenses)2019-12-31$1,175,540
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,397,745
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,222,205
Assets. Value of employer securities2019-12-31$5,675,940
Total contributions received or receivable from employer(s)2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$189,310
Total plan liabilities at beginning of year2018-12-31$376,649
Total income from all sources2018-12-31$1,804,936
Expenses. Total of all expenses incurred2018-12-31$173,370
Benefits paid (including direct rollovers)2018-12-31$150,709
Total plan assets at end of year2018-12-31$5,513,364
Total plan assets at beginning of year2018-12-31$4,069,137
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$22,661
Other income received2018-12-31$1,204,240
Net income (gross income less expenses)2018-12-31$1,631,566
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,324,054
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,692,488
Assets. Value of employer securities2018-12-31$4,494,600
Total contributions received or receivable from employer(s)2018-12-31$600,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$376,649
Total plan liabilities at beginning of year2017-12-31$576,979
Total income from all sources2017-12-31$134,313
Expenses. Total of all expenses incurred2017-12-31$572,787
Benefits paid (including direct rollovers)2017-12-31$539,237
Total plan assets at end of year2017-12-31$4,069,137
Total plan assets at beginning of year2017-12-31$4,707,941
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$33,550
Other income received2017-12-31$-332,562
Net income (gross income less expenses)2017-12-31$-438,474
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,692,488
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,130,962
Assets. Value of employer securities2017-12-31$3,504,000
Total contributions received or receivable from employer(s)2017-12-31$466,875
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$576,979
Total plan liabilities at beginning of year2016-12-31$655,538
Total income from all sources2016-12-31$1,360,517
Expenses. Total of all expenses incurred2016-12-31$282,701
Benefits paid (including direct rollovers)2016-12-31$275,484
Total plan assets at end of year2016-12-31$4,707,941
Total plan assets at beginning of year2016-12-31$3,708,684
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$7,217
Other income received2016-12-31$820,517
Net income (gross income less expenses)2016-12-31$1,077,816
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,130,962
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,053,146
Assets. Value of employer securities2016-12-31$4,072,800
Total contributions received or receivable from employer(s)2016-12-31$540,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$655,538
Total plan liabilities at beginning of year2015-12-31$719,199
Total income from all sources2015-12-31$907,273
Expenses. Total of all expenses incurred2015-12-31$366,905
Benefits paid (including direct rollovers)2015-12-31$357,561
Total plan assets at end of year2015-12-31$3,708,684
Total plan assets at beginning of year2015-12-31$3,231,977
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$9,344
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$307,273
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$540,368
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,053,146
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,512,778
Assets. Value of employer securities2015-12-31$3,298,800
Total contributions received or receivable from employer(s)2015-12-31$600,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$719,199
Total plan liabilities at beginning of year2014-12-31$1,080,583
Total income from all sources2014-12-31$-73,123
Expenses. Total of all expenses incurred2014-12-31$485,978
Benefits paid (including direct rollovers)2014-12-31$474,887
Total plan assets at end of year2014-12-31$3,231,977
Total plan assets at beginning of year2014-12-31$4,152,462
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$11,091
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-523,123
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-559,101
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,512,778
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,071,879
Assets. Value of employer securities2014-12-31$2,814,900
Total contributions received or receivable from employer(s)2014-12-31$450,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,080,583
Total plan liabilities at beginning of year2013-12-31$1,256,090
Total income from all sources2013-12-31$442,558
Expenses. Total of all expenses incurred2013-12-31$52,334
Benefits paid (including direct rollovers)2013-12-31$39,627
Total plan assets at end of year2013-12-31$4,152,462
Total plan assets at beginning of year2013-12-31$3,937,745
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$12,707
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-7,442
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$390,224
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,071,879
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,681,655
Assets. Value of employer securities2013-12-31$3,460,800
Total contributions received or receivable from employer(s)2013-12-31$450,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$1,256,090
Total plan liabilities at beginning of year2012-12-31$1,324,831
Total income from all sources2012-12-31$510,669
Expenses. Total of all expenses incurred2012-12-31$322,187
Benefits paid (including direct rollovers)2012-12-31$322,187
Total plan assets at end of year2012-12-31$3,937,745
Total plan assets at beginning of year2012-12-31$3,818,004
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$320,669
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$188,482
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,681,655
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,493,173
Assets. Value of employer securities2012-12-31$3,406,800
Total contributions received or receivable from employer(s)2012-12-31$190,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$1,324,831
Total plan liabilities at beginning of year2011-12-31$1,367,631
Total income from all sources2011-12-31$718,610
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$3,818,004
Total plan assets at beginning of year2011-12-31$3,142,194
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$278,610
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$718,610
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,493,173
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,774,563
Assets. Value of employer securities2011-12-31$3,117,000
Total contributions received or receivable from employer(s)2011-12-31$440,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,367,631
Total plan liabilities at beginning of year2010-12-31$1,535,711
Total income from all sources2010-12-31$352,878
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$3,142,194
Total plan assets at beginning of year2010-12-31$2,957,396
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$112,878
Net income (gross income less expenses)2010-12-31$352,878
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,774,563
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,421,685
Assets. Value of employer securities2010-12-31$2,841,600
Total contributions received or receivable from employer(s)2010-12-31$240,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP 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

Potentially related plans

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

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

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

See full terms and conditions

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