BAKER & OBRIEN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2023: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
Total of all active and inactive participants | 2023-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 43 |
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 | 0 |
2022: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 36 |
Number of participants with account balances | 2022-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 36 |
Number of participants with account balances | 2021-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 34 |
Number of participants with account balances | 2020-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 35 |
Number of participants with account balances | 2019-01-01 | 35 |
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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 39 |
Number of participants with account balances | 2018-01-01 | 39 |
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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 34 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 37 |
Number of participants with account balances | 2017-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 34 |
Number of participants with account balances | 2016-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 31 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 33 |
Number of participants with account balances | 2015-01-01 | 33 |
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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 33 |
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 | 3 |
Total of all active and inactive participants | 2014-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 36 |
Number of participants with account balances | 2014-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
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 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 37 |
Number of participants with account balances | 2013-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 33 |
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 | 6 |
Total of all active and inactive participants | 2012-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 39 |
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 | 0 |
2011: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 37 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 40 |
Number of participants with account balances | 2011-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
Measure | Date | Value |
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2023 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP 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 | $871,175 |
Expenses. Total of all expenses incurred | 2023-12-31 | $1,121,499 |
Benefits paid (including direct rollovers) | 2023-12-31 | $1,121,499 |
Total plan assets at end of year | 2023-12-31 | $8,761,277 |
Total plan assets at beginning of year | 2023-12-31 | $9,011,601 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from 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 | $-225,659 |
Noncash contributions received | 2023-12-31 | $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 year | 2023-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 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 | $7,381,530 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $1,096,834 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $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 |
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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 | $1,444,377 |
Expenses. Total of all expenses incurred | 2022-12-31 | $801,655 |
Benefits paid (including direct rollovers) | 2022-12-31 | $801,655 |
Total plan assets at end of year | 2022-12-31 | $9,011,601 |
Total plan assets at beginning of year | 2022-12-31 | $8,368,879 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $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 securities | 2022-12-31 | $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 |
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Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $-29,113 |
Expenses. Total of all expenses incurred | 2021-12-31 | $45,893 |
Benefits paid (including direct rollovers) | 2021-12-31 | $45,893 |
Total plan assets at end of year | 2021-12-31 | $8,368,879 |
Total plan assets at beginning of year | 2021-12-31 | $8,443,885 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $-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 securities | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
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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 | $2,603,084 |
Expenses. Total of all expenses incurred | 2020-12-31 | $556,944 |
Benefits paid (including direct rollovers) | 2020-12-31 | $556,944 |
Total plan assets at end of year | 2020-12-31 | $8,443,885 |
Total plan assets at beginning of year | 2020-12-31 | $6,397,745 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Other income received | 2020-12-31 | $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 securities | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $291,159 |
Total income from all sources | 2019-12-31 | $1,902,041 |
Expenses. Total of all expenses incurred | 2019-12-31 | $726,501 |
Benefits paid (including direct rollovers) | 2019-12-31 | $715,205 |
Total plan assets at end of year | 2019-12-31 | $6,397,745 |
Total plan assets at beginning of year | 2019-12-31 | $5,513,364 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $11,296 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $189,310 |
Total plan liabilities at beginning of year | 2018-12-31 | $376,649 |
Total income from all sources | 2018-12-31 | $1,804,936 |
Expenses. Total of all expenses incurred | 2018-12-31 | $173,370 |
Benefits paid (including direct rollovers) | 2018-12-31 | $150,709 |
Total plan assets at end of year | 2018-12-31 | $5,513,364 |
Total plan assets at beginning of year | 2018-12-31 | $4,069,137 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $22,661 |
Other income received | 2018-12-31 | $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 securities | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $376,649 |
Total plan liabilities at beginning of year | 2017-12-31 | $576,979 |
Total income from all sources | 2017-12-31 | $134,313 |
Expenses. Total of all expenses incurred | 2017-12-31 | $572,787 |
Benefits paid (including direct rollovers) | 2017-12-31 | $539,237 |
Total plan assets at end of year | 2017-12-31 | $4,069,137 |
Total plan assets at beginning of year | 2017-12-31 | $4,707,941 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $33,550 |
Other income received | 2017-12-31 | $-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 securities | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $576,979 |
Total plan liabilities at beginning of year | 2016-12-31 | $655,538 |
Total income from all sources | 2016-12-31 | $1,360,517 |
Expenses. Total of all expenses incurred | 2016-12-31 | $282,701 |
Benefits paid (including direct rollovers) | 2016-12-31 | $275,484 |
Total plan assets at end of year | 2016-12-31 | $4,707,941 |
Total plan assets at beginning of year | 2016-12-31 | $3,708,684 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $7,217 |
Other income received | 2016-12-31 | $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 securities | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $655,538 |
Total plan liabilities at beginning of year | 2015-12-31 | $719,199 |
Total income from all sources | 2015-12-31 | $907,273 |
Expenses. Total of all expenses incurred | 2015-12-31 | $366,905 |
Benefits paid (including direct rollovers) | 2015-12-31 | $357,561 |
Total plan assets at end of year | 2015-12-31 | $3,708,684 |
Total plan assets at beginning of year | 2015-12-31 | $3,231,977 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $9,344 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $307,273 |
Noncash contributions received | 2015-12-31 | $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 securities | 2015-12-31 | $3,298,800 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $600,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $719,199 |
Total plan liabilities at beginning of year | 2014-12-31 | $1,080,583 |
Total income from all sources | 2014-12-31 | $-73,123 |
Expenses. Total of all expenses incurred | 2014-12-31 | $485,978 |
Benefits paid (including direct rollovers) | 2014-12-31 | $474,887 |
Total plan assets at end of year | 2014-12-31 | $3,231,977 |
Total plan assets at beginning of year | 2014-12-31 | $4,152,462 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $11,091 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $-523,123 |
Noncash contributions received | 2014-12-31 | $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 securities | 2014-12-31 | $2,814,900 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $450,000 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $1,080,583 |
Total plan liabilities at beginning of year | 2013-12-31 | $1,256,090 |
Total income from all sources | 2013-12-31 | $442,558 |
Expenses. Total of all expenses incurred | 2013-12-31 | $52,334 |
Benefits paid (including direct rollovers) | 2013-12-31 | $39,627 |
Total plan assets at end of year | 2013-12-31 | $4,152,462 |
Total plan assets at beginning of year | 2013-12-31 | $3,937,745 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $12,707 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $-7,442 |
Noncash contributions received | 2013-12-31 | $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 securities | 2013-12-31 | $3,460,800 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $450,000 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $1,256,090 |
Total plan liabilities at beginning of year | 2012-12-31 | $1,324,831 |
Total income from all sources | 2012-12-31 | $510,669 |
Expenses. Total of all expenses incurred | 2012-12-31 | $322,187 |
Benefits paid (including direct rollovers) | 2012-12-31 | $322,187 |
Total plan assets at end of year | 2012-12-31 | $3,937,745 |
Total plan assets at beginning of year | 2012-12-31 | $3,818,004 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $320,669 |
Noncash contributions received | 2012-12-31 | $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 securities | 2012-12-31 | $3,406,800 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $190,000 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $1,324,831 |
Total plan liabilities at beginning of year | 2011-12-31 | $1,367,631 |
Total income from all sources | 2011-12-31 | $718,610 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $3,818,004 |
Total plan assets at beginning of year | 2011-12-31 | $3,142,194 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $278,610 |
Noncash contributions received | 2011-12-31 | $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 securities | 2011-12-31 | $3,117,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $440,000 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
---|
Total plan liabilities at end of year | 2010-12-31 | $1,367,631 |
Total plan liabilities at beginning of year | 2010-12-31 | $1,535,711 |
Total income from all sources | 2010-12-31 | $352,878 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $3,142,194 |
Total plan assets at beginning of year | 2010-12-31 | $2,957,396 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2023: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP 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 | This return/report is a short plan year return/report (less than 12 months) | 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BAKER & O'BRIEN, INC. EMPLOYEE STOCK OWNERSHIP 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 |