The Park School Annuity Plan — Form 5500 plan (The Park School Of Baltimore, Inc.)
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 Park School Annuity Plan is a benefit plan reported by The Park School Of Baltimore, Inc. under EIN 52-0591625 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $58,150,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Park School Of Baltimore, Inc.
- EIN
- 52-0591625
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $58,150,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20240918114856NAL0002548899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,150,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,150,598
- Net assets (BOY)
- $51,353,032
Income & contributions
- Employer contributions
- $1,244,888
- Participant contributions
- $841,139
- Total contributions
- $2,377,874
- Total income / additions
- $10,490,841
Expenses & distributions
- Benefits paid
- $3,612,919
- Administrative expenses
- $80,356
- Total expenses
- $3,693,275
- Net increase / (decrease)
- $6,797,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,862 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $22,494 | not reported in the loaded dataset | 2023 |
| National Benefit Services | INVESTMENT MANAGEMENT | $0 | $3,692 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Park School Of Baltimore, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Principal Life Insurance Company — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- National Benefit Services — Schedule C compensation