Plan5500

St. David'S Center 403(B) Plan — Form 5500 plan (St. David'S Center Dba St. David'S Center Child & Family Development)

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, St. David'S Center 403(B) Plan is a benefit plan reported by St. David'S Center Dba St. David'S Center Child & Family Development under EIN 41-1429208 and plan number 001. The latest loaded filing year is 2023. The filing reports 593 participants and $11,593,395 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. David'S Center Dba St. David'S Center Child & Family Development
EIN
41-1429208
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
593
End-of-year plan assets
$11,593,395

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023593H, C20241001094237NAL0003166419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,593,395
Total liabilities (EOY)
$0
Net assets (EOY)
$11,593,395
Net assets (BOY)
$9,317,931

Income & contributions

Employer contributions
$225,273
Participant contributions
$865,766
Total contributions
$1,362,305
Total income / additions
$3,016,281

Expenses & distributions

Benefits paid
$684,907
Administrative expenses
$55,910
Total expenses
$740,817
Net increase / (decrease)
$2,275,464

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life InsuranceCONTRACT ADMIN$51,296$02023
Mma Securities LLCINVESTMENT ADVISORY$0$24,7352023
AscensusCONTRACT ADMINISTRATOR$5,285$4,9982023

Related Form 5500 pages