The Boys' Latin School Retirement Plan — Form 5500 plan (The Boys Latin School Of Maryland, 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 Boys' Latin School Retirement Plan is a benefit plan reported by The Boys Latin School Of Maryland, Inc. under EIN 52-0735085 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $42,811,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Boys Latin School Of Maryland, Inc.
- EIN
- 52-0735085
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $42,811,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20250604091211NAL0019155472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,811,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,811,212
- Net assets (BOY)
- $35,883,375
Income & contributions
- Employer contributions
- $571,876
- Participant contributions
- $820,891
- Total contributions
- $1,855,227
- Total income / additions
- $8,021,922
Expenses & distributions
- Benefits paid
- $1,022,505
- Administrative expenses
- $71,580
- Total expenses
- $1,094,085
- Net increase / (decrease)
- $6,927,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $33,345 | $0 | 2023 |
| Morgan Stanley Smith Barney Holding | NONE | $29,110 | not reported in the loaded dataset | 2023 |
| Benefit Audit Group | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Boys Latin School Of Maryland, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Tiaa - Teachers Insurance And Annui — Schedule C compensation
- Morgan Stanley Smith Barney Holding — Schedule C compensation
- Benefit Audit Group — Schedule C compensation