Plan5500

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust — Form 5500 plan (John J. St. Andre, Jr.)

Plain-English plan 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, John J. St. Andre, Jr. Money Purchase Pension Plan & Trust is a benefit plan reported by John J. St. Andre, Jr. under EIN 04-2763333 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $280,537 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$280.5KPlan net assets, end of year$280,537
Participants2Covered participants reported
Assets / participant$140.3KComputed: assets ÷ participants$140,269 (computed)
Provider compensationNone reported
Plan sponsor
John J. St. Andre, Jr.
EIN
04-2763333
Plan number
002
Plan type
2
Location
Southborough, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$280.5K total assets
Net assets$280.5KLiabilities—
Money in vs. money out
Total income / additions$39.6K
Total expenses$3.3K
Benefits paid / distributionsNot reported
Contributions
Employer$15.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$280,537
Net assets (EOY)
$280,537
Net assets (BOY)
$244,219

Income & contributions

Employer contributions
$15,603
Total income / additions
$39,573

Expenses & distributions

Administrative expenses
$3,255
Total expenses
$3,255
Net increase / (decrease)
$36,318
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the John J. St. Andre, Jr. Money Purchase Pension Plan & Trust?
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust is reported as sponsored by John J. St. Andre, Jr. (EIN 04-2763333, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for John J. St. Andre, Jr. Money Purchase Pension Plan & Trust?
The latest Form 5500 filing year loaded for John J. St. Andre, Jr. Money Purchase Pension Plan & Trust is 2023.
How many participants does John J. St. Andre, Jr. Money Purchase Pension Plan & Trust report?
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust reports 2 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for John J. St. Andre, Jr. Money Purchase Pension Plan & Trust?
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust reports $280,537 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages