2023 Form 5500 filing — St. Anne Home Employees' Retirement 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 20241004104842NAL0012117121001) for St. Anne Home Employees' Retirement Plan, reported by St. Anne Home Of The Diocese Of Fort Wayne-South Bend, Inc. under EIN 35-2024406 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004104842NAL0012117121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Anne Home Of The Diocese Of Fort Wayne-South Bend, Inc.
- EIN
- 35-2024406
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,304,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,304,413
- Employer contributions
- $97,511
- Participant contributions
- $299,287
- Total income / additions
- $1,086,738
- Benefits paid
- $914,115
- Administrative expenses
- $48,609
- Total expenses
- $962,724
- Net increase / (decrease)
- $124,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Advisors | NONE | $27,514 | not reported in the loaded dataset |
| Riversedge Adv. Ret. Solutions | NONE | $19,076 | not reported in the loaded dataset |