Emmaus Homes 403(B) Retirement Plan — Form 5500 plan (Emmaus Homes, 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, Emmaus Homes 403(B) Retirement Plan is a benefit plan reported by Emmaus Homes, Inc. under EIN 43-0653309 and plan number 002. The latest loaded filing year is 2023. The filing reports 676 participants and $7,151,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emmaus Homes, Inc.
EIN
43-0653309
Plan number
002
Plan type
2
Location
Saint Charles, MO
Latest filing year
2023
Participants
676
End-of-year plan assets
$7,151,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023676H, C20250116094211NAL0023338321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,151,644
Total liabilities (EOY)
$0
Net assets (EOY)
$7,151,644
Net assets (BOY)
$6,118,897

Income & contributions

Employer contributions
$263,293
Participant contributions
$625,652
Total contributions
$907,635
Total income / additions
$1,609,093

Expenses & distributions

Benefits paid
$529,669
Administrative expenses
$44,885
Total expenses
$576,346
Net increase / (decrease)
$1,032,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,885$02023

Related Form 5500 pages