2023 Form 5500 filing — Sacred Heart Schools, 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 20250415140235NAL0005897664001) for Sacred Heart Schools, Inc. 401(K) Plan, reported by Sacred Heart Schools, Inc. under EIN 61-1181710 and plan number 003. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415140235NAL0005897664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sacred Heart Schools, Inc.
- EIN
- 61-1181710
- Plan number
- 003
- Location
- Louisville, KY
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,399,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,399,408
- Employer contributions
- $606,518
- Participant contributions
- $1,264,122
- Total income / additions
- $5,250,125
- Benefits paid
- $1,195,927
- Administrative expenses
- $84,625
- Total expenses
- $1,280,552
- Net increase / (decrease)
- $3,969,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $76,229 | $0 |
| Robert W Baird & Co Incorporated | BROKER/ADVISER | $0 | $39,010 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,842 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $3,554 | not reported in the loaded dataset |