Passavant Memorial Homes 401(K) Plan — Form 5500 plan (Passavant Memorial Homes, Inc.)

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, Passavant Memorial Homes 401(K) Plan is a benefit plan reported by Passavant Memorial Homes, Inc. under EIN 25-1021794 and plan number 002. The latest loaded filing year is 2023. The filing reports 244 participants and $8,891,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Passavant Memorial Homes, Inc.
EIN
25-1021794
Plan number
002
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
244
End-of-year plan assets
$8,891,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20240709111413NAL0007818659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,891,277
Total liabilities (EOY)
$0
Net assets (EOY)
$8,891,277
Net assets (BOY)
$8,264,229

Income & contributions

Employer contributions
$361,805
Participant contributions
$753,036
Total contributions
$1,116,865
Total income / additions
$2,555,571

Expenses & distributions

Benefits paid
$1,839,851
Administrative expenses
$88,973
Total expenses
$1,928,824
Net increase / (decrease)
$626,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$59,986$2,2932023
First National Trust CompanyNONE$28,987not reported in the loaded dataset2023

Related Form 5500 pages