How big is Baker Insurance Services, LLC's plan?

Baker Insurance Services, LLC's plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20250923164234NAL0007163776001

Baker Insurance Services, LLC

Name: Baker Insurance Services, LLC — Johnny Baker, Form 5500 (2024)
Creator: Baker Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Johnny Baker Insurance Profit Sharing Plan

401(k) retirement plan · Baker Insurance Services, LLC's Johnny Baker Insurance Profit Sharing Plan held $1.2M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Baker Insurance Services, LLC's EIN is 20-0409336.

EIN 20-0409336

Plan number 001

Plan year 2024

ACK ID 20250923164234NAL0007163776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baker Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baker Insurance Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

BAKER INSURANCE SERVICES, LLC

EIN

all filings

Address

P.O. BOX 1046 · COLUBMUS, MS · 39703

Phone

(662) 327-8812

Industry

Finance & Insurance

Plan administrator