2023 Form 5500 filing — St. Joseph Senior Living 401(K) 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 20241015164011NAL0016894131004) for St. Joseph Senior Living 401(K) Retirement Plan, reported by St. Joseph Care Center under EIN 34-0714512 and plan number 002. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164011NAL0016894131004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Joseph Care Center
- EIN
- 34-0714512
- Plan number
- 002
- Location
- Louisville, OH
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,185,249
- Total liabilities (EOY)
- $9,015
- Net assets (EOY)
- $2,176,234
- Employer contributions
- $164,369
- Participant contributions
- $172,602
- Total income / additions
- $649,957
- Benefits paid
- $183,489
- Administrative expenses
- $45,343
- Total expenses
- $228,832
- Net increase / (decrease)
- $421,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | TPA | $21,521 | $943 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISOR | $18,759 | $0 |
| Stancorp Financial Group | RECORDKEEPER | $5,063 | $214 |