St. Joseph Holdings, LLC — 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, St. Joseph Holdings, LLC (EIN 80-0109664) is a plan sponsor located in Baton Rouge, LA with 2 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
80-0109664
Location
Baton Rouge, LA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,014,613
Total reported liabilities (EOY)
$707,088
Total reported net assets (EOY)
$11,307,525

Contributions & income

Employer contributions
$5,319,844
Participant contributions
$3,849,049
Total income / additions
$10,894,026

Expenses & distributions

Benefits paid / distributions
$7,819,138
Total expenses
$8,479,975
Net increase / (decrease)
$2,414,051

Coverage

Total reported participants
2,334
Plans with financial statements
2
Plans with provider compensation
2

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

St. Joseph Holdings, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
St. Joseph Holdings, LLC 401(K) Plan0011,673$10,806,8482023
St. Joseph Holdings, LLC Employee Benefit Plan & Trust501661$1,207,7652023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for St. Joseph Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023St. Joseph Holdings, LLC 401(K) Plan1,673H, C20240926143321NAL0000450067001
2023St. Joseph Holdings, LLC Employee Benefit Plan & Trust661H, C20250317110730NAL0001545201005

Related Form 5500 pages