2023 Form 5500 filing — St. Paul'S Episcopal Home'S Employee 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 20241206164737NAL0013179778001) for St. Paul'S Episcopal Home'S Employee Retirement Plan, reported by St. Paul'S Episcopal Home, Inc. under EIN 95-2111196 and plan number 001. It reports 1,213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206164737NAL0013179778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Paul'S Episcopal Home, Inc.
- EIN
- 95-2111196
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,744,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,744,741
- Employer contributions
- $325,859
- Participant contributions
- $644,981
- Total income / additions
- $2,140,433
- Benefits paid
- $670,107
- Administrative expenses
- $43,538
- Total expenses
- $719,526
- Net increase / (decrease)
- $1,420,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $23,325 | $0 |
| First Republic Investment Mgmt | ADVISOR | $18,148 | not reported in the loaded dataset |