2023 Form 5500 filing — Samaritan Ministries Planning For Future Success 401(K)
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 20240910113257NAL0003462771001) for Samaritan Ministries Planning For Future Success 401(K), reported by Samaritan Ministries International under EIN 37-1295601 and plan number 001. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910113257NAL0003462771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samaritan Ministries International
- EIN
- 37-1295601
- Plan number
- 001
- Location
- Peoria, IL
- Participants
- 481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,212,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,212,134
- Employer contributions
- $802,893
- Participant contributions
- $1,088,190
- Total income / additions
- $3,217,992
- Benefits paid
- $463,134
- Administrative expenses
- $40,020
- Total expenses
- $503,154
- Net increase / (decrease)
- $2,714,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| David Vaughan Investments, Inc. | FINANCIAL ADVISOR | $30,436 | not reported in the loaded dataset |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $9,584 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $2,798 |
| Charles Schwab & Co., Inc | CUSTODIAN | $418 | $0 |