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BAKER & TAYLOR RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBAKER & TAYLOR RETIREMENT SAVINGS PLAN
Plan identification number 001

BAKER & TAYLOR RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAKER & TAYLOR, LLC has sponsored the creation of one or more 401k plans.

Company Name:BAKER & TAYLOR, LLC
Employer identification number (EIN):473179974
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about BAKER & TAYLOR, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-09-01
Company Identification Number: 0009432506
Legal Registered Office Address: 2810 COLISEUM CENTRE DR STE 30

CHARLOTTE
United States of America (USA)
28217

More information about BAKER & TAYLOR, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER & TAYLOR RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JENNY JOHNSON
0012016-01-01JENNY JOHNSON JENNY JOHNSON2017-10-12
0012015-01-01JENNY JOHNSON JENNY JOHNSON2016-07-21

Plan Statistics for BAKER & TAYLOR RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BAKER & TAYLOR RETIREMENT SAVINGS PLAN

Measure Date Value
2017: BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,577
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,146
Total number of active participants reported on line 7a of the Form 55002016-01-012,229
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-01324
Total of all active and inactive participants2016-01-012,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,577
Number of participants with account balances2016-01-011,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0140
2015: BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,010
Total number of active participants reported on line 7a of the Form 55002015-01-012,146
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-01353
Total of all active and inactive participants2015-01-012,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,525
Number of participants with account balances2015-01-011,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01103

Financial Data on BAKER & TAYLOR RETIREMENT SAVINGS PLAN

Measure Date Value
2017 : BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$84,433,317
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$19,984,482
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,827,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,684,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,724,319
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$80,276,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$143,406
Total interest from all sources2017-12-31$34,641
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,995,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,995,910
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Contributions received from participants2017-12-31$3,620,679
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,490,053
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$120,954
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$181,390
Administrative expenses (other) incurred2017-12-31$114,913
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$4,157,046
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$80,276,271
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$28,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$71,511,844
Interest on participant loans2017-12-31$34,641
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$7,120,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,118,096
Net investment gain or loss from common/collective trusts2017-12-31$111,516
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$922,250
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$32,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,684,030
Did the plan have assets held for investment2017-12-31No
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
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 name2017-12-31MILLER, COOPER & COMPANY, LTD
Accountancy firm EIN2017-12-31362897372
2016 : BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$10,321,882
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,633,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,418,885
Expenses. Certain deemed distributions of participant loans2016-12-31$19,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,682,548
Value of total assets at end of year2016-12-31$80,276,271
Value of total assets at beginning of year2016-12-31$77,587,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$194,995
Total interest from all sources2016-12-31$66,852
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,493,289
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$2,493,289
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Contributions received from participants2016-12-31$3,537,078
Participant contributions at end of year2016-12-31$1,490,053
Participant contributions at beginning of year2016-12-31$1,586,682
Participant contributions at end of year2016-12-31$120,954
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$203,702
Administrative expenses (other) incurred2016-12-31$163,823
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$2,688,675
Value of net assets at end of year (total assets less liabilities)2016-12-31$80,276,271
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,587,596
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
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$31,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$71,511,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$68,141,111
Interest earned on other investments2016-12-31$66,852
Value of interest in common/collective trusts at end of year2016-12-31$7,120,891
Value of interest in common/collective trusts at beginning of year2016-12-31$7,859,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,971,736
Net investment gain or loss from common/collective trusts2016-12-31$107,457
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$941,768
Employer contributions (assets) at end of year2016-12-31$32,529
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,418,885
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
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 name2016-12-31MILLER, COOPER & COMPANY, LTD.
Accountancy firm EIN2016-12-31362897372
2015 : BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$3,596,275
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
Total income from all sources (including contributions)2015-12-31$6,462,954
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,782,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,551,050
Expenses. Certain deemed distributions of participant loans2015-12-31$9,437
Value of total corrective distributions2015-12-31$2,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,022,772
Value of total assets at end of year2015-12-31$77,587,596
Value of total assets at beginning of year2015-12-31$88,502,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$219,227
Total interest from all sources2015-12-31$70,128
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,218,741
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$2,218,741
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,667,041
Participant contributions at end of year2015-12-31$1,586,682
Participant contributions at beginning of year2015-12-31$1,754,796
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$340,848
Administrative expenses (other) incurred2015-12-31$205,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,319,077
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,587,596
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,502,948
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$14,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$68,141,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$79,382,670
Interest on participant loans2015-12-31$70,128
Value of interest in common/collective trusts at end of year2015-12-31$7,859,803
Value of interest in common/collective trusts at beginning of year2015-12-31$7,365,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-880,816
Net investment gain or loss from common/collective trusts2015-12-31$32,129
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$1,014,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,551,050
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
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 name2015-12-31GREERWALKER, LLP
Accountancy firm EIN2015-12-31561434747

Form 5500 Responses for BAKER & TAYLOR RETIREMENT SAVINGS PLAN

2017: BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAKER & TAYLOR RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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