2023 Form 5500 filing — St. Michael'S Inc. Employee Stock Ownership 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 20241015112848NAL0014488739001) for St. Michael'S Inc. Employee Stock Ownership Plan, reported by St. Michael'S Inc. under EIN 20-5146971 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,541,614
Participants177
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015112848NAL0014488739001
Plan sponsor
St. Michael'S Inc.
EIN
20-5146971
Plan number
002
Location
Woodbridge, VA
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$320K
Total expenses$81.6K
Benefits paid / distributions$81.5K
Full reported line items
Total assets (EOY)
$3,541,614
Total liabilities (EOY)
$0
Net assets (EOY)
$3,541,614
Total income / additions
$319,992
Benefits paid
$81,541
Administrative expenses
$105
Total expenses
$81,646
Net increase / (decrease)
$238,346

Related Form 5500 pages