The Baldwin School Defined Contribution Plan — Form 5500 plan (The Baldwin School)
Plain-English plan 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, The Baldwin School Defined Contribution Plan is a benefit plan reported by The Baldwin School under EIN 23-1352619 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $38,865,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Baldwin School
- EIN
- 23-1352619
- Plan number
- 001
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $38,865,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20240930093215NAL0005526593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,865,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,865,682
- Net assets (BOY)
- $37,554,023
Income & contributions
- Employer contributions
- $452,423
- Participant contributions
- $850,800
- Total contributions
- $1,343,507
- Total income / additions
- $6,534,811
Expenses & distributions
- Benefits paid
- $5,155,916
- Administrative expenses
- $67,236
- Total expenses
- $5,223,152
- Net increase / (decrease)
- $1,311,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $29,869 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $22,239 | not reported in the loaded dataset | 2023 |
| Tait Weller & Baker | AUDITOR | $9,750 | not reported in the loaded dataset | 2023 |
| Onedigital Retirement And Wealth | INVESTMENT ADVISORY | $5,378 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Baldwin School
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bryn Mawr, PA
- Tiaa — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Tait Weller & Baker — Schedule C compensation
- Onedigital Retirement And Wealth — Schedule C compensation