2023 Form 5500 filing — The Boys' Latin School Retirement 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 20250604091211NAL0019155472001) for The Boys' Latin School Retirement Plan, reported by The Boys Latin School Of Maryland, Inc. under EIN 52-0735085 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250604091211NAL0019155472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Boys Latin School Of Maryland, Inc.
- EIN
- 52-0735085
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,811,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,811,212
- Employer contributions
- $571,876
- Participant contributions
- $820,891
- Total income / additions
- $8,021,922
- Benefits paid
- $1,022,505
- Administrative expenses
- $71,580
- Total expenses
- $1,094,085
- Net increase / (decrease)
- $6,927,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $33,345 | $0 |
| Morgan Stanley Smith Barney Holding | NONE | $29,110 | not reported in the loaded dataset |
| Benefit Audit Group | NONE | $8,000 | not reported in the loaded dataset |