Baldwin Brothers LLC 401(K) Savings Plan — Form 5500 plan (Baldwin Brothers, LLC)
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, Baldwin Brothers LLC 401(K) Savings Plan is a benefit plan reported by Baldwin Brothers, LLC under EIN 85-1392542 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $16,608,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baldwin Brothers, LLC
- EIN
- 85-1392542
- Plan number
- 001
- Plan type
- 2
- Location
- Marion, MA
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $16,608,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240820094633NAL0002416689001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,608,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,608,876
- Net assets (BOY)
- $13,938,514
Income & contributions
- Employer contributions
- $344,483
- Participant contributions
- $472,917
- Total income / additions
- $3,076,933
Expenses & distributions
- Benefits paid
- $394,782
- Administrative expenses
- $11,789
- Total expenses
- $406,571
- Net increase / (decrease)
- $2,670,362
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.