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 & Sons, LLC 401(K) Plan is a benefit plan reported by Baldwin & Sons, LLC under EIN 26-2161618 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $12,939,494 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,939,494
- Total liabilities (EOY)
- $26,086
- Net assets (EOY)
- $12,913,408
- Net assets (BOY)
- $10,848,811
Income & contributions
- Employer contributions
- $2,563
- Participant contributions
- $880,535
- Total contributions
- $898,881
- Total income / additions
- $2,701,747
Expenses & distributions
- Benefits paid
- $560,769
- Administrative expenses
- $36,131
- Total expenses
- $637,150
- Net increase / (decrease)
- $2,064,597