Baltimore Fire Fighters Local 734 Widows And Orphans Charitable Benefit Plan — Form 5500 plan (Baltimore Fire Fighters Local 734 Widows And Orphans Charitable Benefi)

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, Baltimore Fire Fighters Local 734 Widows And Orphans Charitable Benefit Plan is a benefit plan reported by Baltimore Fire Fighters Local 734 Widows And Orphans Charitable Benefi under EIN 52-1230940 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,018 participants and $1,048,784 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$627.3KPlan net assets, end of year$627,349
Participants1KCovered participants reported1,018
Assets / participant$1KComputed: assets ÷ participants$1,030 (computed)
Provider compensation$17K1 Schedule C provider row(s)$17,000
Plan sponsor
Baltimore Fire Fighters Local 734 Widows And Orphans Charitable Benefi
EIN
52-1230940
Plan number
501
Plan type
2
Location
Baltimore, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,018H, C20241010181640NAL0020680945003
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1M total assets
Net assets$627.3KLiabilities$421.4K
Money in vs. money out
Total income / additions$230.4K
Total expenses$128.8K
Benefits paid / distributions$64.5K
Full reported line items

Net assets

Total assets (EOY)
$1,048,784
Total liabilities (EOY)
$421,435
Net assets (EOY)
$627,349
Net assets (BOY)
$525,717

Income & contributions

Total income / additions
$230,407

Expenses & distributions

Benefits paid
$64,500
Administrative expenses
$64,275
Total expenses
$128,775
Net increase / (decrease)
$101,632
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets3%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gorfine, Schiller & Gardyn, P.A.NONE$17,000not reported in the loaded dataset2023

Related Form 5500 pages