2023 Form 5500 filing — St. Joseph Holdings, LLC 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 20240926143321NAL0000450067001) for St. Joseph Holdings, LLC 401(K) Plan, reported by St. Joseph Holdings, LLC under EIN 80-0109664 and plan number 001. It reports 1,673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926143321NAL0000450067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Joseph Holdings, LLC
- EIN
- 80-0109664
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 1,673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,806,848
- Total liabilities (EOY)
- $19,810
- Net assets (EOY)
- $10,787,038
- Employer contributions
- $30,000
- Participant contributions
- $1,319,674
- Total income / additions
- $3,045,405
- Benefits paid
- $1,019,880
- Administrative expenses
- $112,151
- Total expenses
- $1,151,841
- Net increase / (decrease)
- $1,893,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $79,985 | $0 |
| Heard, Mcelroy & Vestal, LLC | TPA RECORDKEEPER | $34,151 | $0 |