Holy Cross Village 401(K) Retirement Plan — Form 5500 plan (Holy Cross Village At Notre Dame)
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, Holy Cross Village 401(K) Retirement Plan is a benefit plan reported by Holy Cross Village At Notre Dame under EIN 35-2084623 and plan number 003. The latest loaded filing year is 2023. The filing reports 184 participants and $2,494,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holy Cross Village At Notre Dame
- EIN
- 35-2084623
- Plan number
- 003
- Plan type
- 2
- Location
- Notre Dame, IN
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $2,494,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241008101237NAL0017388977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,494,357
- Total liabilities (EOY)
- $95
- Net assets (EOY)
- $2,494,262
- Net assets (BOY)
- $2,116,701
Income & contributions
- Employer contributions
- $170,151
- Participant contributions
- $203,631
- Total contributions
- $380,609
- Total income / additions
- $676,784
Expenses & distributions
- Benefits paid
- $270,948
- Administrative expenses
- $28,275
- Total expenses
- $299,223
- Net increase / (decrease)
- $377,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 1st Source Bank | TRUSTEE | $28,275 | not reported in the loaded dataset | 2023 |