BALDWIN BROTHERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BALDWIN BROTHERS LLC 401(K) SAVINGS PLAN
Measure | Date | Value |
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2022: BALDWIN BROTHERS LLC 401(K) SAVINGS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29 |
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 | 1 |
Total of all active and inactive participants | 2022-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 30 |
Number of participants with account balances | 2022-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BALDWIN BROTHERS LLC 401(K) SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
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 | 3 |
Total of all active and inactive participants | 2021-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 22 |
Number of participants with account balances | 2021-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: BALDWIN BROTHERS LLC 401(K) SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
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 | 2 |
Total of all active and inactive participants | 2020-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 22 |
Number of participants with account balances | 2020-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
Measure | Date | Value |
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2023 : BALDWIN BROTHERS LLC 401(K) SAVINGS PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $3,076,933 |
Expenses. Total of all expenses incurred | 2023-12-31 | $406,571 |
Benefits paid (including direct rollovers) | 2023-12-31 | $394,782 |
Total plan assets at end of year | 2023-12-31 | $16,608,876 |
Total plan assets at beginning of year | 2023-12-31 | $13,938,514 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $472,917 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $142 |
Other income received | 2023-12-31 | $2,259,391 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $2,670,362 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $16,608,876 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $13,938,514 |
Assets. Value of participant loans | 2023-12-31 | $36,399 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $344,483 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $11,789 |
2022 : BALDWIN BROTHERS LLC 401(K) SAVINGS PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,005,559 |
Expenses. Total of all expenses incurred | 2022-12-31 | $272,206 |
Benefits paid (including direct rollovers) | 2022-12-31 | $260,903 |
Total plan assets at end of year | 2022-12-31 | $13,938,514 |
Total plan assets at beginning of year | 2022-12-31 | $15,216,279 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $339,264 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $1,217,331 |
Other income received | 2022-12-31 | $-2,824,116 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,277,765 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,938,514 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,216,279 |
Assets. Value of participant loans | 2022-12-31 | $33,856 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $261,962 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,303 |
2021 : BALDWIN BROTHERS LLC 401(K) SAVINGS PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,135,540 |
Expenses. Total of all expenses incurred | 2021-12-31 | $256,588 |
Benefits paid (including direct rollovers) | 2021-12-31 | $245,031 |
Total plan assets at end of year | 2021-12-31 | $15,216,279 |
Total plan assets at beginning of year | 2021-12-31 | $13,337,327 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $317,856 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,548,059 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,878,952 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $15,216,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,337,327 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $269,625 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $11,557 |
2020 : BALDWIN BROTHERS LLC 401(K) SAVINGS PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,418,604 |
Expenses. Total of all expenses incurred | 2020-12-31 | $231,100 |
Benefits paid (including direct rollovers) | 2020-12-31 | $221,638 |
Total plan assets at end of year | 2020-12-31 | $13,337,327 |
Total plan assets at beginning of year | 2020-12-31 | $11,149,823 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $308,564 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $1,816,779 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $2,187,504 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $13,337,327 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,149,823 |
Assets. Value of participant loans | 2020-12-31 | $3,666 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $293,261 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,462 |