2023 Form 5500 filing — Baldwin & Sons, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829154020NAL0006558451001) for Baldwin & Sons, LLC 401(K) Plan, reported by Baldwin & Sons, LLC under EIN 26-2161618 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829154020NAL0006558451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baldwin & Sons, LLC
- EIN
- 26-2161618
- Plan number
- 001
- Location
- Newport Beach, CA
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,939,494
- Total liabilities (EOY)
- $26,086
- Net assets (EOY)
- $12,913,408
- Employer contributions
- $2,563
- Participant contributions
- $880,535
- Total income / additions
- $2,701,747
- Benefits paid
- $560,769
- Administrative expenses
- $36,131
- Total expenses
- $637,150
- Net increase / (decrease)
- $2,064,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Benefits Group Inc | INVESTMENT ADVISOR | $18,128 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $15,670 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,333 | $0 |