Sal Family And Community Services 401k Plan — Form 5500 plan (Sal Family And Community Services)

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, Sal Family And Community Services 401k Plan is a benefit plan reported by Sal Family And Community Services under EIN 36-2728411 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $4,676,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sal Family And Community Services
EIN
36-2728411
Plan number
001
Plan type
2
Location
Moline, IL
Latest filing year
2023
Participants
301
End-of-year plan assets
$4,676,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20250409131142NAL0012190051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,676,702
Net assets (EOY)
$4,676,702
Net assets (BOY)
$3,971,651

Income & contributions

Employer contributions
$369,708
Participant contributions
$322,165
Total contributions
$691,873
Total income / additions
$1,251,829

Expenses & distributions

Benefits paid
$499,423
Administrative expenses
$47,355
Total expenses
$546,778
Net increase / (decrease)
$705,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$26,610$02023
First Community Trust N.A.NONE$20,745not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages