Good Samaritan Shelter — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Good Samaritan Shelter (EIN 77-0133375) is a plan sponsor located in Santa Maria, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
77-0133375
Location
Santa Maria, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,297,371
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,297,371

Contributions & income

Employer contributions
$362,874
Participant contributions
$472,522
Total income / additions
$1,496,651

Expenses & distributions

Benefits paid / distributions
$619,019
Total expenses
$626,869
Net increase / (decrease)
$869,782

Coverage

Total reported participants
256
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Good Samaritan Shelter plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Good Samaritan Shelter 401(K) Profit Sharing Plan & Trust001256$4,297,3712023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Good Samaritan Shelter
YearPlanParticipantsSchedulesFiling
2023Good Samaritan Shelter 401(K) Profit Sharing Plan & Trust256H, C20240907113621NAL0001285059001

Related Form 5500 pages