Baker & Taylor, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2014. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Baker & Taylor, Inc. 401(k) Plan Facts (plan year 2014)

Plan name
BAKER & TAYLOR RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BAKER & TAYLOR, INC.
Participants
2,918 (2,667 active employees)
Former employees with a balance
316
Plan assets
$88,502,948 at Dec 31, 2014
Average account balance
$56,407 across 1,569 accounts
Employer contributions
$1,178,919 in plan year 2014 (21% of all contributions)
Plan year
Jan 1, 2014 – Dec 31, 2014
Plan established
May 1, 1992
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – Dec 31, 2014), filed Jul 7, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $5.67 million went into the plan in contributions, $1.18 million of it from the employer (21%).
  • $7.36 million was paid out to participants.
  • Investment and other income added $6.19 million.
  • Administrative expenses were $205,697, about $131 per account.

How the Baker & Taylor, Inc. 401(k) changed, 2009–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20093,643$52.7 million$971,114$4.68 million
20103,346$58.8 million$994,405$5.14 million
20113,909$63.1 million$929,549$4.16 million
20123,755$70.6 million$1.13 million$5.57 million
20133,428$84.2 million$1.14 million$5.61 million
20142,918$88.5 million$1.18 million$7.36 million

Baker & Taylor, Inc. 401(k) Contact Information

Phone
704-998-3190
Mailing address
2550 WEST TYVOLA ROAD, SUITE 300, CHARLOTTE NC 28217
Plan sponsor
BAKER & TAYLOR, INC.
Employer identification number (EIN)
56-1761729
Plan number
001

Questions about the Baker & Taylor, Inc. 401(k)

Is the Baker & Taylor, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2014, and no later filing was found under this employer's EIN.

Does Baker & Taylor, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2014 the employer contributed $1.18 million, 21% of all contributions.

Does the Baker & Taylor, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Baker & Taylor, Inc 401(k) plan?

2,918 participants at the start of plan year 2014, 2,667 of them active employees, and 316 former employees who still had money in the plan.

What is the average 401(k) balance at Baker & Taylor, Inc?

About $56,407 per account: $88.5 million in plan assets across 1,569 accounts with a balance at the end of plan year 2014.

Who manages the Baker & Taylor, Inc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

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