Our Sunday Visitor, Inc. 401(K) Plan — Form 5500 plan (Our Sunday Visitor, 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, Our Sunday Visitor, Inc. 401(K) Plan is a benefit plan reported by Our Sunday Visitor, Inc. under EIN 35-0563920 and plan number 002. The latest loaded filing year is 2023. The filing reports 380 participants and $12,344,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Our Sunday Visitor, Inc.
EIN
35-0563920
Plan number
002
Plan type
2
Location
Huntington, IN
Latest filing year
2023
Participants
380
End-of-year plan assets
$12,344,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H, C20241015150030NAL0058285954001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,344,231
Net assets (EOY)
$12,344,231
Net assets (BOY)
$9,691,841

Income & contributions

Employer contributions
$913,236
Participant contributions
$984,465
Total contributions
$1,950,773
Total income / additions
$3,517,846

Expenses & distributions

Benefits paid
$827,935
Administrative expenses
$37,521
Total expenses
$865,456
Net increase / (decrease)
$2,652,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCRECORDKEEPER$33,779$3302023
Cbiz ApaCONTRACT ADMI VISOR$10,988not reported in the loaded dataset2023

Related Form 5500 pages