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, The Assumption Home 401(K) Plan & Trust is a benefit plan reported by Assumption Home, Inc. under EIN 41-0873335 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $2,591,569 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,591,569
- Total liabilities (EOY)
- $7,921
- Net assets (EOY)
- $2,583,648
- Net assets (BOY)
- $2,192,634
Income & contributions
- Employer contributions
- $80,939
- Participant contributions
- $251,569
- Total contributions
- $372,660
- Total income / additions
- $767,893
Expenses & distributions
- Benefits paid
- $343,758
- Administrative expenses
- $33,121
- Total expenses
- $376,879
- Net increase / (decrease)
- $391,014