The Baldwin School Of P.R. Profit Sharing Plan — Form 5500 plan (Baldwin School)
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, The Baldwin School Of P.R. Profit Sharing Plan is a benefit plan reported by Baldwin School under EIN 66-0272821 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $11,526,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baldwin School
- EIN
- 66-0272821
- Plan number
- 001
- Plan type
- 2
- Location
- Bayamon, PR
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $11,526,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20250411143358NAL0046591042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,526,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,526,964
- Net assets (BOY)
- $10,084,972
Income & contributions
- Employer contributions
- $354,445
- Participant contributions
- $260,517
- Total contributions
- $656,839
- Total income / additions
- $2,259,806
Expenses & distributions
- Benefits paid
- $775,937
- Administrative expenses
- $41,877
- Total expenses
- $817,814
- Net increase / (decrease)
- $1,441,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE/RECORDKEEPER | $0 | $28,054 | 2023 |