2023 Form 5500 filing — Baltimore Medical System,Inc.Tax Sheltered Annuity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014081142NAL0026798497001) for Baltimore Medical System,Inc.Tax Sheltered Annuity Plan, reported by Baltimore Medical System, Inc. under EIN 52-1358241 and plan number 001. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081142NAL0026798497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baltimore Medical System, Inc.
- EIN
- 52-1358241
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,690,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,690,279
- Employer contributions
- $244,035
- Participant contributions
- $1,484,914
- Total income / additions
- $4,837,224
- Benefits paid
- $2,180,423
- Administrative expenses
- $64,582
- Total expenses
- $2,245,005
- Net increase / (decrease)
- $2,592,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $44,459 | $0 |
| One Digital Investment Advisors | NONE | $13,800 | not reported in the loaded dataset |
| Nextcapital Group, Inc. | NONE | $6,323 | not reported in the loaded dataset |