2023 Form 5500 filing — St. Joseph Group Retirement Plan And Trust
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 20241015134038NAL0028609057001) for St. Joseph Group Retirement Plan And Trust, reported by St. Joseph Group, Inc. under EIN 20-0303719 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015134038NAL0028609057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Joseph Group, Inc.
- EIN
- 20-0303719
- Plan number
- 001
- Location
- Front Royal, VA
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $721,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $721,528
- Employer contributions
- $5,128
- Participant contributions
- $5,414
- Total income / additions
- $344,415
- Benefits paid
- $210,295
- Administrative expenses
- $75
- Total expenses
- $210,370
- Net increase / (decrease)
- $134,045
- Schedule source
- Schedule I