2023 Form 5500 filing — Ave Maria Home 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 20241008083044NAL0028159472001) for Ave Maria Home Retirement Plan, reported by Ave Maria Home under EIN 62-0561701 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.9MReported net assets$1,908,272
Participants263
Provider compensation$16.4K1 Schedule C row(s)$16,393
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008083044NAL0028159472001
- Plan sponsor
- Ave Maria Home
- EIN
- 62-0561701
- Plan number
- 001
- Location
- Memphis, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$2.7K
Full reported line items
- Total assets (EOY)
- $1,911,012
- Total liabilities (EOY)
- $2,740
- Net assets (EOY)
- $1,908,272
- Employer contributions
- $72,053
- Participant contributions
- $268,161
- Total income / additions
- $558,122
- Benefits paid
- $344,042
- Administrative expenses
- $16,674
- Total expenses
- $375,916
- Net increase / (decrease)
- $182,206
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $16,351 | $42 |