Phjc Ministries Retirement And Savings Plan — Form 5500 plan (Ancilla Domini Sisters, 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, Phjc Ministries Retirement And Savings Plan is a benefit plan reported by Ancilla Domini Sisters, Inc. under EIN 35-0867952 and plan number 003. The latest loaded filing year is 2023. The filing reports 396 participants and $18,196,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ancilla Domini Sisters, Inc.
EIN
35-0867952
Plan number
003
Plan type
2
Location
Hobart, IN
Latest filing year
2023
Participants
396
End-of-year plan assets
$18,196,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023396H, C20241015114306NAL0029436145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,196,731
Total liabilities (EOY)
$0
Net assets (EOY)
$18,196,731
Net assets (BOY)
$16,235,403

Income & contributions

Employer contributions
$592,129
Participant contributions
$763,513
Total contributions
$1,355,642
Total income / additions
$3,485,430

Expenses & distributions

Benefits paid
$1,508,813
Administrative expenses
$14,315
Total expenses
$1,524,102
Net increase / (decrease)
$1,961,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Swartz, Reston & Co., P.C.AUDITOR$11,500not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$2,815$02023

Related Form 5500 pages