2023 Form 5500 filing — Our Sunday Visitor, Inc. 401(K) 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 20241015150030NAL0058285954001) for Our Sunday Visitor, Inc. 401(K) Plan, reported by Our Sunday Visitor, Inc. under EIN 35-0563920 and plan number 002. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150030NAL0058285954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Our Sunday Visitor, Inc.
- EIN
- 35-0563920
- Plan number
- 002
- Location
- Huntington, IN
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,344,231
- Net assets (EOY)
- $12,344,231
- Employer contributions
- $913,236
- Participant contributions
- $984,465
- Total income / additions
- $3,517,846
- Benefits paid
- $827,935
- Administrative expenses
- $37,521
- Total expenses
- $865,456
- Net increase / (decrease)
- $2,652,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | RECORDKEEPER | $33,779 | $330 |
| Cbiz Apa | CONTRACT ADMI VISOR | $10,988 | not reported in the loaded dataset |