401k Plan data: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN plan

THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN
Plan identification number	001

THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE BALDWIN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE BALDWIN SCHOOL

Employer identification number (EIN): 231352619

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHRISTOPHER DWYER CHRISTOPHER DWYER 2018-10-15
001 2016-01-01 JOANNE BRASBERGER
001 2015-01-01 JOANNE BRASBERGER
001 2014-01-01 JOANNE BRASBERGER
001 2013-01-01 JOANNE BRASBERGER
001 2012-01-01 JOANNE BRASBERGER
001 2011-01-01 JOANNE BRASBERGER
001 2009-01-01 JOANNE BRASBERGER

Plan Statistics for THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 466
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 201
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 262
Total of all active and inactive participants 2022-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 8
Total participants 2022-01-01 471
Number of participants with account balances 2022-01-01 454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 186
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 280
Total of all active and inactive participants 2021-01-01 466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 466
Number of participants with account balances 2021-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 538
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 167
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 285
Total of all active and inactive participants 2020-01-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 452
Number of participants with account balances 2020-01-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 547
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 258
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 280
Total of all active and inactive participants 2019-01-01 538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 538
Number of participants with account balances 2019-01-01 422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 562
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 273
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 274
Total of all active and inactive participants 2018-01-01 547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 547
Number of participants with account balances 2018-01-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 465
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 282
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 280
Total of all active and inactive participants 2017-01-01 562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 562
Number of participants with account balances 2017-01-01 425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 471
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 195
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 270
Total of all active and inactive participants 2016-01-01 465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 465
Number of participants with account balances 2016-01-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 205
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 266
Total of all active and inactive participants 2015-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 471
Number of participants with account balances 2015-01-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 234
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 270
Total of all active and inactive participants 2014-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 504
Number of participants with account balances 2014-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 212
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 262
Total of all active and inactive participants 2013-01-01 474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 475
Number of participants with account balances 2013-01-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 145
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 256
Total of all active and inactive participants 2012-01-01 401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 401
Number of participants with account balances 2012-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 145
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 242
Total of all active and inactive participants 2011-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 387
Number of participants with account balances 2011-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 155
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 243
Total of all active and inactive participants 2009-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 398
Number of participants with account balances 2009-01-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	466
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	201
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	262
Total of all active and inactive participants	2022-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	8
Total participants	2022-01-01	471
Number of participants with account balances	2022-01-01	454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	186
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	280
Total of all active and inactive participants	2021-01-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	466
Number of participants with account balances	2021-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	538
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	167
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	285
Total of all active and inactive participants	2020-01-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	452
Number of participants with account balances	2020-01-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	547
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	258
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	280
Total of all active and inactive participants	2019-01-01	538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	538
Number of participants with account balances	2019-01-01	422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	562
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	273
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	274
Total of all active and inactive participants	2018-01-01	547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	547
Number of participants with account balances	2018-01-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	465
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	282
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	280
Total of all active and inactive participants	2017-01-01	562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	562
Number of participants with account balances	2017-01-01	425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	471
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	195
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	270
Total of all active and inactive participants	2016-01-01	465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	465
Number of participants with account balances	2016-01-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	205
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	266
Total of all active and inactive participants	2015-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	471
Number of participants with account balances	2015-01-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	234
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	270
Total of all active and inactive participants	2014-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	504
Number of participants with account balances	2014-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	212
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	262
Total of all active and inactive participants	2013-01-01	474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	475
Number of participants with account balances	2013-01-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	145
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	256
Total of all active and inactive participants	2012-01-01	401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	401
Number of participants with account balances	2012-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	145
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	242
Total of all active and inactive participants	2011-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	387
Number of participants with account balances	2011-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	155
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	243
Total of all active and inactive participants	2009-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	398
Number of participants with account balances	2009-01-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2022 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,744,750
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,891,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,836,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,262,719
Value of total assets at end of year	2022-12-31	$37,552,399
Value of total assets at beginning of year	2022-12-31	$43,188,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$55,133
Total interest from all sources	2022-12-31	$489,072
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$935,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$935,318
Administrative expenses professional fees incurred	2022-12-31	$9,500
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$842,569
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$698
Other income not declared elsewhere	2022-12-31	$67,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,636,180
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$37,552,399
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$43,188,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$40,222
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$25,233,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,765,396
Value of interest in pooled separate accounts at end of year	2022-12-31	$570,471
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$540,024
Interest earned on other investments	2022-12-31	$489,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$11,748,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$11,883,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,543,741
Net investment gain/loss from pooled separate accounts	2022-12-31	$44,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$419,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,836,297
Contract administrator fees	2022-12-31	$5,411
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TAIT WELLER & BAKER
Accountancy firm EIN	2022-12-31	231144520
2021 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,200,910
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,274,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,252,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,343,125
Value of total assets at end of year	2021-12-31	$43,188,579
Value of total assets at beginning of year	2021-12-31	$40,261,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,674
Total interest from all sources	2021-12-31	$429,726
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,230,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,230,835
Administrative expenses professional fees incurred	2021-12-31	$9,500
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$858,142
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$33,381
Other income not declared elsewhere	2021-12-31	$42,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,926,680
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$43,188,579
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$40,261,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$12,174
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$30,765,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,461,030
Value of interest in pooled separate accounts at end of year	2021-12-31	$540,024
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$530,723
Interest earned on other investments	2021-12-31	$429,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$11,883,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$12,270,146
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$121,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,068,018
Net investment gain/loss from pooled separate accounts	2021-12-31	$87,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$451,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,130,682
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TAIT WELLER & BAKER
Accountancy firm EIN	2021-12-31	231144520
2020 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,898,344
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,287,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,245,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,283,780
Value of total assets at end of year	2020-12-31	$40,261,899
Value of total assets at beginning of year	2020-12-31	$37,651,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$42,898
Total interest from all sources	2020-12-31	$501,721
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$597,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$597,013
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$879,649
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$695
Other income not declared elsewhere	2020-12-31	$30,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,610,349
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$40,261,899
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$37,651,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$16,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,461,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,507,544
Value of interest in pooled separate accounts at end of year	2020-12-31	$530,723
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$676,801
Interest earned on other investments	2020-12-31	$501,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$12,270,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$12,467,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,490,057
Net investment gain/loss from pooled separate accounts	2020-12-31	$-4,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$403,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,245,097
Contract administrator fees	2020-12-31	$26,648
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TAIT WELLER & BAKER
Accountancy firm EIN	2020-12-31	231144520
2019 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,811,083
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,165,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,139,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,556,214
Value of total assets at end of year	2019-12-31	$37,651,550
Value of total assets at beginning of year	2019-12-31	$34,005,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,777
Total interest from all sources	2019-12-31	$108,787
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$518,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$518,336
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$929,881
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$105,851
Other income not declared elsewhere	2019-12-31	$31,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,645,976
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$37,651,550
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$34,005,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,507,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,309,497
Value of interest in pooled separate accounts at end of year	2019-12-31	$676,801
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$679,397
Interest earned on other investments	2019-12-31	$108,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$12,467,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$13,016,680
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$164,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,561,707
Net investment gain/loss from pooled separate accounts	2019-12-31	$34,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$520,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,974,576
Contract administrator fees	2019-12-31	$25,777
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	O'CONNELL & COMPANY LLC
Accountancy firm EIN	2019-12-31	232690478
2018 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$465,010
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,016,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,007,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,376,199
Value of total assets at end of year	2018-12-31	$34,005,574
Value of total assets at beginning of year	2018-12-31	$36,556,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,818
Total interest from all sources	2018-12-31	$558,657
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$1,308
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$920,328
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$22,187
Other income not declared elsewhere	2018-12-31	$18,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,551,045
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$34,005,574
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$36,556,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$7,510
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,309,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,429,351
Value of interest in pooled separate accounts at end of year	2018-12-31	$679,397
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$800,208
Interest earned on other investments	2018-12-31	$558,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$13,016,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$13,327,060
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$239,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,521,836
Net investment gain/loss from pooled separate accounts	2018-12-31	$33,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$433,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,767,365
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	O'CONNELL & COMPANY LLC
Accountancy firm EIN	2018-12-31	232690478
2017 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,508,184
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,051,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,038,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,275,263
Value of total assets at end of year	2017-12-31	$36,556,619
Value of total assets at beginning of year	2017-12-31	$35,099,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,497
Total interest from all sources	2017-12-31	$569,094
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$6,500
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$844,830
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,356
Other income not declared elsewhere	2017-12-31	$12,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,456,824
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,556,619
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$35,099,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$5,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,429,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,886,981
Value of interest in pooled separate accounts at end of year	2017-12-31	$800,208
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,335,753
Interest earned on other investments	2017-12-31	$569,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$13,327,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$13,877,061
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$821,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,606,026
Net investment gain/loss from pooled separate accounts	2017-12-31	$45,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$425,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,217,036
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	O'CONNELL & COMPANY LLC
Accountancy firm EIN	2017-12-31	232690478
2016 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,138,607
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,504,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,504,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,278,972
Value of total assets at end of year	2016-12-31	$35,099,795
Value of total assets at beginning of year	2016-12-31	$34,466,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$629,358
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$806,511
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$60,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$633,758
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$35,099,795
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$34,466,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,886,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,913,403
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,335,753
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,140,043
Interest earned on other investments	2016-12-31	$629,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$13,877,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$14,412,591
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$391,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,164,996
Net investment gain/loss from pooled separate accounts	2016-12-31	$65,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$411,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,113,594
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	O'CONNELL & COMPANY LLC
Accountancy firm EIN	2016-12-31	232690478
2015 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,128,559
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,888,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,888,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,452,213
Value of total assets at end of year	2015-12-31	$34,466,037
Value of total assets at beginning of year	2015-12-31	$35,226,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$619,354
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$773,011
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$264,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-760,022
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$34,466,037
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$35,226,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,913,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$19,295,906
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,140,043
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,144,722
Interest earned on other investments	2015-12-31	$619,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$14,412,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$14,785,431
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$250,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-31,389
Net investment gain/loss from pooled separate accounts	2015-12-31	$88,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$414,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,638,426
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	O'CONNELL & COMPANY, LLC
Accountancy firm EIN	2015-12-31	232690478
2014 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,369,670
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,249,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,249,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,375,687
Value of total assets at end of year	2014-12-31	$35,226,059
Value of total assets at beginning of year	2014-12-31	$35,105,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$655,672
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$745,878
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$234,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$120,494
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$35,226,059
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$35,105,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$19,295,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$18,749,777
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,144,722
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,060,507
Interest earned on other investments	2014-12-31	$655,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$14,785,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$15,295,281
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$425,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,211,209
Net investment gain/loss from pooled separate accounts	2014-12-31	$127,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$395,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,824,077
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	O'CONNELL & COMPANY ,LLC
Accountancy firm EIN	2014-12-31	232690478
2013 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,366,860
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,885,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,884,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,078,826
Value of total assets at end of year	2013-12-31	$35,105,565
Value of total assets at beginning of year	2013-12-31	$32,623,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$419
Total interest from all sources	2013-12-31	$641,877
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$700,143
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,481,853
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$35,105,565
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$32,623,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$18,749,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,338,603
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,060,507
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$949,382
Interest earned on other investments	2013-12-31	$641,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$15,295,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$15,335,727
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$318,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,556,064
Net investment gain/loss from pooled separate accounts	2013-12-31	$90,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$376,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,566,289
Contract administrator fees	2013-12-31	$419
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	O'CONNELL & COMPANY LLC
Accountancy firm EIN	2013-12-31	232690478
2012 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,944,573
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,210,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,210,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,174,797
Value of total assets at end of year	2012-12-31	$32,623,712
Value of total assets at beginning of year	2012-12-31	$30,890,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$619,689
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$746,004
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$37,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,733,688
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$32,623,712
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$30,890,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$16,338,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,976,472
Value of interest in pooled separate accounts at end of year	2012-12-31	$949,382
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$818,634
Interest earned on other investments	2012-12-31	$619,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$15,335,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$15,094,918
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$61,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,066,960
Net investment gain/loss from pooled separate accounts	2012-12-31	$83,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$390,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,149,683
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TAIT, WELLER & BAKER, LLC
Accountancy firm EIN	2012-12-31	231144520
2011 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,452,825
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,716,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,716,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,172,079
Value of total assets at end of year	2011-12-31	$30,890,024
Value of total assets at beginning of year	2011-12-31	$31,153,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$609,610
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$771,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-263,432
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$30,890,024
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$31,153,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$14,976,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$15,473,160
Value of interest in pooled separate accounts at end of year	2011-12-31	$818,634
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$797,498
Interest earned on other investments	2011-12-31	$609,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$15,094,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$14,882,798
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$123,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-432,428
Net investment gain/loss from pooled separate accounts	2011-12-31	$103,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$400,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,592,855
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TAIT, WELLER & BAKER, LLP
Accountancy firm EIN	2011-12-31	231144520
2010 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,737,212
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,810,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,810,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,295,437
Value of total assets at end of year	2010-12-31	$31,153,456
Value of total assets at beginning of year	2010-12-31	$29,226,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$570,901
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$793,894
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,027
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,926,801
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$31,153,456
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$29,226,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$15,473,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,795,315
Value of interest in pooled separate accounts at end of year	2010-12-31	$797,498
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$723,667
Interest earned on other investments	2010-12-31	$570,901
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$14,882,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$14,707,673
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,775,653
Net investment gain/loss from pooled separate accounts	2010-12-31	$95,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$500,516
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,810,411
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TAIT, WELLER & BAKER, LLP
Accountancy firm EIN	2010-12-31	231144520
2009 : THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN

2022: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150837

Policy instance

Insurance contract or identification number	150837
Number of Individuals Covered	265
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150837

Policy instance

Insurance contract or identification number	150837
Number of Individuals Covered	268
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150837

Policy instance

Insurance contract or identification number	150837
Number of Individuals Covered	275
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150837

Policy instance

Insurance contract or identification number	150837
Number of Individuals Covered	289
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150837

Policy instance

Insurance contract or identification number	150837
Number of Individuals Covered	297
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150837

Policy instance

Insurance contract or identification number	150837
Number of Individuals Covered	314
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	THE BALDWIN SCHOOL
Employer identification number (EIN):	231352619
NAIC Classification:	611000