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BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP 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.
  • Stock bonus
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • The employer maintaining this ESOP is an S Corporation
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • 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 MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAKER MECHANICAL, INC.
Employer identification number (EIN):420890441
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-10-01KELLEY BENNETT
0012022-10-01
0012022-10-01KELLEY BENNETT
0012021-10-01
0012021-10-01KELLEY BENNETT
0012020-10-01
0012019-10-01
0012019-01-01
0012018-01-01
0012017-01-01KELLEY BENNETT KELLEY BENNETT2018-08-06
0012016-01-01KELLEY BENNETT KELLEY BENNETT2017-09-28
0012015-01-01KELLEY BENNETT KELLEY BENNETT2016-10-14
0012014-01-01KELLEY HULBERT
0012013-01-01KELLEY HULBERT
0012012-01-01KELLEY HULBERT
0012011-01-01KELLEY HULBERT2012-07-13
0012010-01-01KELLEY HULBERT2011-07-12
0012007-01-01RANDAL HELM

Financial Data on BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-09-30$20,680,000
Total unrealized appreciation/depreciation of assets2023-09-30$20,680,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$51,933,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$57,834,993
Expenses. Interest paid2023-09-30$1,352,472
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-09-30$1,352,472
Total income from all sources (including contributions)2023-09-30$36,518,364
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$5,033,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$3,585,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$6,465,698
Value of total assets at end of year2023-09-30$59,427,952
Value of total assets at beginning of year2023-09-30$33,844,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$95,789
Total interest from all sources2023-09-30$21,415
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$573,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$573,660
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$1,500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$3,744,491
Participant contributions at end of year2023-09-30$339,848
Participant contributions at beginning of year2023-09-30$330,966
Participant contributions at end of year2023-09-30$69,099
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$467,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-30$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-09-30$51,933,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-09-30$57,824,918
Other income not declared elsewhere2023-09-30$5,001,319
Administrative expenses (other) incurred2023-09-30$227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$31,484,495
Value of net assets at end of year (total assets less liabilities)2023-09-30$7,494,382
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$-23,990,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$32,312,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$27,480,506
Value of interest in pooled separate accounts at end of year2023-09-30$1,950,047
Value of interest in pooled separate accounts at beginning of year2023-09-30$1,886,476
Interest on participant loans2023-09-30$21,401
Value of interest in common/collective trusts at end of year2023-09-30$475,471
Value of interest in common/collective trusts at beginning of year2023-09-30$535,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$1,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$1,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$1,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$3,649,904
Net investment gain/loss from pooled separate accounts2023-09-30$171,721
Net investment gain or loss from common/collective trusts2023-09-30$-45,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30Yes
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Assets. Invements in employer securities at end of year2023-09-30$24,280,000
Assets. Invements in employer securities at beginning of year2023-09-30$3,600,000
Contributions received in cash from employer2023-09-30$2,253,482
Employer contributions (assets) at beginning of year2023-09-30$10,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$3,585,608
Contract administrator fees2023-09-30$95,562
Liabilities. Value of benefit claims payable at beginning of year2023-09-30$10,075
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30RSM US LLP
Accountancy firm EIN2023-09-30420714325
2022 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-01$20,680,000
Total unrealized appreciation/depreciation of assets2022-10-01$20,680,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$51,933,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$57,834,993
Total income from all sources (including contributions)2022-10-01$36,518,364
Total loss/gain on sale of assets2022-10-01$0
Total of all expenses incurred2022-10-01$5,033,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-01$3,585,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-01$6,465,698
Value of total assets at end of year2022-10-01$59,427,952
Value of total assets at beginning of year2022-10-01$33,844,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-01$95,789
Total interest from all sources2022-10-01$21,415
Total dividends received (eg from common stock, registered investment company shares)2022-10-01$573,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-01$573,660
Was this plan covered by a fidelity bond2022-10-01Yes
Value of fidelity bond cover2022-10-01$1,500,000
If this is an individual account plan, was there a blackout period2022-10-01No
Were there any nonexempt tranactions with any party-in-interest2022-10-01No
Contributions received from participants2022-10-01$3,744,491
Participant contributions at end of year2022-10-01$339,848
Participant contributions at beginning of year2022-10-01$330,966
Participant contributions at end of year2022-10-01$69,099
Income. Received or receivable in cash from other sources (including rollovers)2022-10-01$467,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-01$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-01$51,933,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-01$57,824,918
Other income not declared elsewhere2022-10-01$5,001,319
Administrative expenses (other) incurred2022-10-01$227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Value of net income/loss2022-10-01$31,484,495
Value of net assets at end of year (total assets less liabilities)2022-10-01$7,494,382
Value of net assets at beginning of year (total assets less liabilities)2022-10-01$-23,990,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-01No
Were any leases to which the plan was party in default or uncollectible2022-10-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-01$32,312,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-01$27,480,506
Value of interest in pooled separate accounts at end of year2022-10-01$1,950,047
Value of interest in pooled separate accounts at beginning of year2022-10-01$1,886,476
Interest on participant loans2022-10-01$21,401
Value of interest in common/collective trusts at end of year2022-10-01$475,471
Value of interest in common/collective trusts at beginning of year2022-10-01$535,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-01$1,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-01$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-01$3,649,904
Net investment gain/loss from pooled separate accounts2022-10-01$171,721
Net investment gain or loss from common/collective trusts2022-10-01$-45,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-01No
Was there a failure to transmit to the plan any participant contributions2022-10-01Yes
Has the plan failed to provide any benefit when due under the plan2022-10-01No
Assets. Invements in employer securities at end of year2022-10-01$24,280,000
Assets. Invements in employer securities at beginning of year2022-10-01$3,600,000
Contributions received in cash from employer2022-10-01$2,253,482
Employer contributions (assets) at beginning of year2022-10-01$10,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-01$3,585,608
Contract administrator fees2022-10-01$95,562
Liabilities. Value of benefit claims payable at beginning of year2022-10-01$10,075
Did the plan have assets held for investment2022-10-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-01No
Opinion of an independent qualified public accountant for this plan2022-10-011
Accountancy firm name2022-10-01RSM US LLP
Accountancy firm EIN2022-10-01420714325
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$440,000
Total unrealized appreciation/depreciation of assets2022-09-30$440,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$57,834,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$58,809,441
Expenses. Interest paid2022-09-30$1,470,236
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-09-30$1,470,236
Total income from all sources (including contributions)2022-09-30$1,682,379
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$2,996,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,426,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$8,133,605
Value of total assets at end of year2022-09-30$33,844,880
Value of total assets at beginning of year2022-09-30$36,133,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$100,297
Total interest from all sources2022-09-30$17,026
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$567,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$567,470
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$3,109,171
Participant contributions at end of year2022-09-30$330,966
Participant contributions at beginning of year2022-09-30$310,420
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$2,559,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$57,824,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$58,809,441
Administrative expenses (other) incurred2022-09-30$183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,314,157
Value of net assets at end of year (total assets less liabilities)2022-09-30$-23,990,113
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$-22,675,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$27,480,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$30,256,709
Value of interest in pooled separate accounts at end of year2022-09-30$1,886,476
Value of interest in pooled separate accounts at beginning of year2022-09-30$1,984,865
Interest on participant loans2022-09-30$17,024
Value of interest in common/collective trusts at end of year2022-09-30$535,286
Value of interest in common/collective trusts at beginning of year2022-09-30$419,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$1,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$1,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$1,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-7,137,254
Net investment gain/loss from pooled separate accounts2022-09-30$-338,900
Net investment gain or loss from common/collective trusts2022-09-30$432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Assets. Invements in employer securities at end of year2022-09-30$3,600,000
Assets. Invements in employer securities at beginning of year2022-09-30$3,160,000
Contributions received in cash from employer2022-09-30$2,464,834
Employer contributions (assets) at end of year2022-09-30$10,075
Employer contributions (assets) at beginning of year2022-09-30$206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$1,426,003
Contract administrator fees2022-09-30$100,114
Liabilities. Value of benefit claims payable at end of year2022-09-30$10,075
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30RSM US LLP
Accountancy firm EIN2022-09-30420714325
2021 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$200,000
Total unrealized appreciation/depreciation of assets2021-09-30$200,000
Total transfer of assets to this plan2021-09-30$-56,148,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$58,809,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Expenses. Interest paid2021-09-30$373,561
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-09-30$373,561
Total income from all sources (including contributions)2021-09-30$9,615,804
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$2,593,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$2,113,929
Value of total corrective distributions2021-09-30$2,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$3,742,401
Value of total assets at end of year2021-09-30$36,133,485
Value of total assets at beginning of year2021-09-30$26,450,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$104,096
Total interest from all sources2021-09-30$18,757
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$391,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$391,534
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$2,336,962
Participant contributions at end of year2021-09-30$310,420
Participant contributions at beginning of year2021-09-30$313,495
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$730,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$58,809,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$7,022,157
Value of net assets at end of year (total assets less liabilities)2021-09-30$-22,675,956
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$26,450,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$42
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$30,256,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$24,094,060
Value of interest in pooled separate accounts at end of year2021-09-30$1,984,865
Value of interest in pooled separate accounts at beginning of year2021-09-30$1,614,991
Interest on participant loans2021-09-30$18,757
Value of interest in common/collective trusts at end of year2021-09-30$419,739
Value of interest in common/collective trusts at beginning of year2021-09-30$427,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$1,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$4,832,877
Net investment gain/loss from pooled separate accounts2021-09-30$405,330
Net investment gain or loss from common/collective trusts2021-09-30$24,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Assets. Invements in employer securities at end of year2021-09-30$3,160,000
Contributions received in cash from employer2021-09-30$675,059
Employer contributions (assets) at end of year2021-09-30$206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$2,113,929
Contract administrator fees2021-09-30$104,054
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30RSM US LLP
Accountancy firm EIN2021-09-30420714325
2020 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$0
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total transfer of assets to this plan2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$4,798,080
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,696,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,605,199
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Value of total corrective distributions2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$2,443,899
Value of total assets at end of year2020-09-30$26,450,390
Value of total assets at beginning of year2020-09-30$23,349,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$91,690
Total income from rents2020-09-30$0
Total interest from all sources2020-09-30$20,761
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$452,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$452,782
Administrative expenses professional fees incurred2020-09-30$0
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Amount of non-exempt transactions with any party-in-interest2020-09-30$0
Contributions received from participants2020-09-30$1,901,083
Participant contributions at end of year2020-09-30$313,495
Participant contributions at beginning of year2020-09-30$196,590
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$542,816
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$0
Liabilities. Value of operating payables at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$3,101,191
Value of net assets at end of year (total assets less liabilities)2020-09-30$26,450,390
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$23,349,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-09-30$0
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-09-30$0
Investment advisory and management fees2020-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$24,094,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$20,718,867
Value of interest in pooled separate accounts at end of year2020-09-30$1,614,991
Value of interest in pooled separate accounts at beginning of year2020-09-30$1,785,952
Interest on participant loans2020-09-30$16,559
Income. Interest from loans (other than to participants)2020-09-30$0
Interest earned on other investments2020-09-30$4,202
Income. Interest from US Government securities2020-09-30$0
Income. Interest from corporate debt instruments2020-09-30$0
Value of interest in common/collective trusts at end of year2020-09-30$427,844
Value of interest in common/collective trusts at beginning of year2020-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$647,790
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$1,861,224
Net investment gain/loss from pooled separate accounts2020-09-30$2,283
Net investment gain or loss from common/collective trusts2020-09-30$17,131
Net gain/loss from 103.12 investment entities2020-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$0
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$0
Income. Dividends from preferred stock2020-09-30$0
Income. Dividends from common stock2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,605,199
Contract administrator fees2020-09-30$91,690
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$0
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$0
Aggregate carrying amount (costs) on sale of assets2020-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RSM US LLP
Accountancy firm EIN2020-09-30420714325
2019 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$0
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$4,989,931
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$948,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$910,410
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Value of total corrective distributions2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$2,061,091
Value of total assets at end of year2019-09-30$23,349,199
Value of total assets at beginning of year2019-09-30$19,307,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$38,232
Total income from rents2019-09-30$0
Total interest from all sources2019-09-30$16,415
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$24,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$24,762
Administrative expenses professional fees incurred2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Amount of non-exempt transactions with any party-in-interest2019-09-30$0
Contributions received from participants2019-09-30$1,115,214
Participant contributions at end of year2019-09-30$196,590
Participant contributions at beginning of year2019-09-30$170,865
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$444,284
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$519
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$0
Total non interest bearing cash at end of year2019-09-30$0
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$4,041,289
Value of net assets at end of year (total assets less liabilities)2019-09-30$23,349,199
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$19,307,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-09-30$0
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-09-30$0
Investment advisory and management fees2019-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$20,718,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,202,101
Value of interest in pooled separate accounts at end of year2019-09-30$1,785,952
Value of interest in pooled separate accounts at beginning of year2019-09-30$3,478,837
Interest on participant loans2019-09-30$9,034
Income. Interest from loans (other than to participants)2019-09-30$0
Interest earned on other investments2019-09-30$7,381
Income. Interest from US Government securities2019-09-30$0
Income. Interest from corporate debt instruments2019-09-30$0
Value of interest in common/collective trusts at end of year2019-09-30$0
Value of interest in common/collective trusts at beginning of year2019-09-30$12,850,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$647,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$605,159
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$803,262
Net investment gain/loss from pooled separate accounts2019-09-30$552,285
Net investment gain or loss from common/collective trusts2019-09-30$1,532,116
Net gain/loss from 103.12 investment entities2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$501,593
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$0
Income. Dividends from preferred stock2019-09-30$0
Income. Dividends from common stock2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$909,891
Contract administrator fees2019-09-30$38,232
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$0
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$0
Aggregate carrying amount (costs) on sale of assets2019-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30RSM US LLP
Accountancy firm EIN2019-09-30420714325
2018 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,010,615
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,288,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,284,695
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,466,031
Value of total assets at end of year2018-12-31$19,307,910
Value of total assets at beginning of year2018-12-31$19,585,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,776
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$21,009
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,317
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,396,763
Participant contributions at end of year2018-12-31$170,865
Participant contributions at beginning of year2018-12-31$189,184
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$375,153
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-277,856
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,307,910
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,585,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,202,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,763,488
Value of interest in pooled separate accounts at end of year2018-12-31$3,478,837
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,454,658
Interest on participant loans2018-12-31$11,054
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$9,955
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$12,850,948
Value of interest in common/collective trusts at beginning of year2018-12-31$13,229,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$605,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$949,204
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-235,486
Net investment gain/loss from pooled separate accounts2018-12-31$-216,968
Net investment gain or loss from common/collective trusts2018-12-31$-1,039,288
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$694,115
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,284,695
Contract administrator fees2018-12-31$3,776
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,572,417
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$554,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$531,855
Expenses. Certain deemed distributions of participant loans2017-12-31$18,928
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,008,596
Value of total assets at end of year2017-12-31$19,585,766
Value of total assets at beginning of year2017-12-31$15,567,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,548
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$19,705
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,327
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,235,847
Participant contributions at end of year2017-12-31$189,184
Participant contributions at beginning of year2017-12-31$154,776
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$14,328
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$168,357
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,018,086
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,585,766
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,567,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,763,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,156,717
Value of interest in pooled separate accounts at end of year2017-12-31$3,454,658
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,659,662
Interest on participant loans2017-12-31$7,998
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$11,707
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$13,229,232
Value of interest in common/collective trusts at beginning of year2017-12-31$10,599,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$949,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$974,080
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$360,969
Net investment gain/loss from pooled separate accounts2017-12-31$414,987
Net investment gain or loss from common/collective trusts2017-12-31$1,759,833
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$604,392
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$8,403
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$531,855
Contract administrator fees2017-12-31$3,548
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,047,097
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$432,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$430,232
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,964,873
Value of total assets at end of year2016-12-31$15,567,680
Value of total assets at beginning of year2016-12-31$12,953,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,430
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$15,209
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,344
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,104,028
Participant contributions at end of year2016-12-31$154,776
Participant contributions at beginning of year2016-12-31$157,961
Participant contributions at end of year2016-12-31$14,328
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$281,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,614,435
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,567,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,953,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,156,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$577,212
Value of interest in pooled separate accounts at end of year2016-12-31$2,659,662
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,304,610
Interest on participant loans2016-12-31$7,724
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$7,485
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$10,599,714
Value of interest in common/collective trusts at beginning of year2016-12-31$10,551,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$974,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$362,153
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$63,029
Net investment gain/loss from pooled separate accounts2016-12-31$259,117
Net investment gain or loss from common/collective trusts2016-12-31$736,525
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$579,402
Employer contributions (assets) at end of year2016-12-31$8,403
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$430,232
Contract administrator fees2016-12-31$2,430
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,256,926
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$862,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$860,066
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,453,537
Value of total assets at end of year2015-12-31$12,953,245
Value of total assets at beginning of year2015-12-31$12,558,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,390
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$10,524
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,480
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$934,842
Participant contributions at end of year2015-12-31$157,961
Participant contributions at beginning of year2015-12-31$137,307
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$128
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$130
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$394,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,953,245
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,558,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$577,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,604,960
Value of interest in pooled separate accounts at end of year2015-12-31$1,304,610
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$6,560
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$3,964
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$10,551,309
Value of interest in common/collective trusts at beginning of year2015-12-31$816,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$362,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-177,743
Net investment gain/loss from pooled separate accounts2015-12-31$-13,780
Net investment gain or loss from common/collective trusts2015-12-31$-20,222
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$484,834
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$859,938
Contract administrator fees2015-12-31$2,390
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM UP LLP
Accountancy firm EIN2015-12-31420714325
2014 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,958,292
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$770,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$763,130
Expenses. Certain deemed distributions of participant loans2014-12-31$6,256
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,251,427
Value of total assets at end of year2014-12-31$12,558,775
Value of total assets at beginning of year2014-12-31$11,370,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$679
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$5,378
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,373,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,373,724
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$810,831
Participant contributions at end of year2014-12-31$137,307
Participant contributions at beginning of year2014-12-31$102,507
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,188,227
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,558,775
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,370,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,604,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,573,471
Interest on participant loans2014-12-31$5,378
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$816,508
Value of interest in common/collective trusts at beginning of year2014-12-31$694,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-678,292
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$6,055
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$440,596
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$763,130
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$679
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,210,742
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$525,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$524,862
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,156,845
Value of total assets at end of year2013-12-31$11,370,548
Value of total assets at beginning of year2013-12-31$8,685,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$544
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$2,721
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$685,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$685,821
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$673,178
Participant contributions at end of year2013-12-31$102,507
Participant contributions at beginning of year2013-12-31$64,140
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$120,474
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$2,685,336
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,370,548
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,685,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,573,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,711,071
Interest on participant loans2013-12-31$2,721
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$694,570
Value of interest in common/collective trusts at beginning of year2013-12-31$910,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,357,286
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$8,069
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$363,193
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$524,862
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$544
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADERY LLP
Accountancy firm EIN2013-12-31420714325
2012 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,836,552
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$661,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$658,064
Expenses. Certain deemed distributions of participant loans2012-12-31$2,416
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$925,308
Value of total assets at end of year2012-12-31$8,685,212
Value of total assets at beginning of year2012-12-31$7,509,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$523
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$1,677
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$283,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$283,950
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$450,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$580,897
Participant contributions at end of year2012-12-31$64,140
Participant contributions at beginning of year2012-12-31$44,423
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36,795
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,175,549
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,685,212
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,509,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,711,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,923,846
Interest on participant loans2012-12-31$1,677
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$910,001
Value of interest in common/collective trusts at beginning of year2012-12-31$541,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$617,080
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$8,537
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$307,616
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$658,064
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$523
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2007 : BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

2022: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAKER GROUP 401(K) AND 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 GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 GROUP 401(K) AND 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
2007: BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723506
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723506
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723506
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723506
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number461780
Policy instance 4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723506
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number461780
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number461780
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number461780
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

Potentially related plans

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