2023 Form 5500 filing — Saint John Xxiii 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626071055NAL0011819392001) for Saint John Xxiii 401(K) Plan, reported by Saint John Xxiii Home under EIN 25-1214797 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626071055NAL0011819392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint John Xxiii Home
- EIN
- 25-1214797
- Plan number
- 001
- Location
- Hermitage, PA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,309,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,309,100
- Employer contributions
- $122,222
- Participant contributions
- $171,103
- Total income / additions
- $1,135,063
- Benefits paid
- $382,418
- Administrative expenses
- $55,517
- Total expenses
- $437,935
- Net increase / (decrease)
- $697,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement LLC | INVESTMENT ADVISOR | $30,223 | $0 |
| Jfs Wealth Advisors | INVESTMENT MANAGER | $25,294 | $0 |