2023 Form 5500 filing — Phjc Ministries Retirement And Savings 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 20241015114306NAL0029436145001) for Phjc Ministries Retirement And Savings Plan, reported by Ancilla Domini Sisters, Inc. under EIN 35-0867952 and plan number 003. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114306NAL0029436145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ancilla Domini Sisters, Inc.
- EIN
- 35-0867952
- Plan number
- 003
- Location
- Hobart, IN
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,196,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,196,731
- Employer contributions
- $592,129
- Participant contributions
- $763,513
- Total income / additions
- $3,485,430
- Benefits paid
- $1,508,813
- Administrative expenses
- $14,315
- Total expenses
- $1,524,102
- Net increase / (decrease)
- $1,961,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Swartz, Reston & Co., P.C. | AUDITOR | $11,500 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $2,815 | $0 |