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, Saint Therese And Affiliates Employee Benefit 403(B) Retirement Plan is a benefit plan reported by Saint Therese under EIN 41-1704381 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,248 participants and $29,475,775 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,475,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,475,775
- Net assets (BOY)
- $26,510,465
Income & contributions
- Employer contributions
- $1,062,936
- Participant contributions
- $2,904,878
- Total contributions
- $4,271,561
- Total income / additions
- $7,485,611
Expenses & distributions
- Benefits paid
- $4,369,707
- Administrative expenses
- $150,594
- Total expenses
- $4,520,301
- Net increase / (decrease)
- $2,965,310