Indiana Masonic Home, Inc. 401(K) Plan — Form 5500 plan (Indiana Masonic Home, 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, Indiana Masonic Home, Inc. 401(K) Plan is a benefit plan reported by Indiana Masonic Home, Inc. under EIN 35-2187477 and plan number 003. The latest loaded filing year is 2023. The filing reports 353 participants and $3,206,121 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indiana Masonic Home, Inc.
EIN
35-2187477
Plan number
003
Plan type
2
Location
Franklin, IN
Latest filing year
2023
Participants
353
End-of-year plan assets
$3,206,121

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20240924131703NAL0007466611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,206,121
Total liabilities (EOY)
$0
Net assets (EOY)
$3,206,121
Net assets (BOY)
$2,568,416

Income & contributions

Employer contributions
$100,395
Participant contributions
$334,253
Total contributions
$439,241
Total income / additions
$873,910

Expenses & distributions

Benefits paid
$220,726
Administrative expenses
$15,479
Total expenses
$236,205
Net increase / (decrease)
$637,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide Insurance CompanyRECORDKEEPER$15,479$02023

Related Form 5500 pages