2023 Form 5500 filing — Sjh 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 20241009092301NAL0010472979001) for Sjh Retirement Plan, reported by St. Joseph Infant & Maternity Home Dba St. Joseph Home Of Cincinnati under EIN 31-0536703 and plan number 002. It reports 211 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)$3.7MReported net assets$3,688,642
Participants211
Provider compensation$18.7K2 Schedule C row(s)$18,727
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009092301NAL0010472979001
Plan sponsor
St. Joseph Infant & Maternity Home Dba St. Joseph Home Of Cincinnati
EIN
31-0536703
Plan number
002
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$991.1K
Total expenses$932.6K
Benefits paid / distributions$916.4K
Contributions
Employer$48.2K
Participant$303.5K
Full reported line items
Total assets (EOY)
$3,688,642
Total liabilities (EOY)
$0
Net assets (EOY)
$3,688,642
Employer contributions
$48,193
Participant contributions
$303,512
Total income / additions
$991,096
Benefits paid
$916,378
Administrative expenses
$16,183
Total expenses
$932,561
Net increase / (decrease)
$58,535
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $9.9K
  2. 2
    NONE · Direct $6.3K · Indirect $2.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009092301NAL0010472979001 cover?
It is the 2023 Form 5500 filing for Sjh Retirement Plan, reported by St. Joseph Infant & Maternity Home Dba St. Joseph Home Of Cincinnati (EIN 31-0536703).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages