2023 Form 5500 filing — St. David'S Center 403(B) 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 20241001094237NAL0003166419001) for St. David'S Center 403(B) Plan, reported by St. David'S Center Dba St. David'S Center Child & Family Development under EIN 41-1429208 and plan number 001. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001094237NAL0003166419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. David'S Center Dba St. David'S Center Child & Family Development
- EIN
- 41-1429208
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,593,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,593,395
- Employer contributions
- $225,273
- Participant contributions
- $865,766
- Total income / additions
- $3,016,281
- Benefits paid
- $684,907
- Administrative expenses
- $55,910
- Total expenses
- $740,817
- Net increase / (decrease)
- $2,275,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMIN | $51,296 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $24,735 |
| Ascensus | CONTRACT ADMINISTRATOR | $5,285 | $4,998 |