Baker & Taylor, Llc 401(k) Plan (terminated 2017): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2017, when $84.4 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Baker & Taylor, Llc 401(k) Plan Facts (plan year 2017)

Plan name
BAKER & TAYLOR RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BAKER & TAYLOR, LLC
Participants
2,577
Former employees with a balance
0
Employer contributions
$922,250 in plan year 2017 (20% of all contributions)
Plan year
Jan 1, 2017 – Dec 31, 2017
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 2017 (Jan 1, 2017 – Dec 31, 2017), filed Oct 15, 2018. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2017

  • $4.72 million went into the plan in contributions, $922,250 of it from the employer (20%).
  • $15.7 million was paid out to participants.
  • Investment and other income added $15.3 million.

How the Baker & Taylor, Llc 401(k) changed, 2015–2017

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20153,010$77.6 million$1.01 million$13.6 million
20162,146$80.3 million$941,768$7.42 million
2017 (final)2,577$0$922,250$15.7 million

Baker & Taylor, Llc 401(k) Contact Information

Phone
704-998-3190
Mailing address
2550 WEST TYVOLA ROAD SUITE 300, CHARLOTTE NC 28217
Plan sponsor
BAKER & TAYLOR, LLC
Employer identification number (EIN)
47-3179974
Plan number
001

Questions about the Baker & Taylor, Llc 401(k)

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

No. The plan's final Form 5500 was filed for plan year 2017.

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

Yes. The plan reports an employer contribution arrangement. In plan year 2017 the employer contributed $922,250, 20% of all contributions.

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

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

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

2,577 participants at the start of plan year 2017.

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

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

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