St. Lukes Home 401k Plan — Form 5500 plan (St Lukes Home)
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. Lukes Home 401k Plan is a benefit plan reported by St Lukes Home under EIN 45-0347147 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $4,669,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St Lukes Home
- EIN
- 45-0347147
- Plan number
- 002
- Plan type
- 2
- Location
- Dickinson, ND
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $4,669,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241004082744NAL0022172450001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,669,894
- Total liabilities (EOY)
- $324
- Net assets (EOY)
- $4,669,570
- Net assets (BOY)
- $3,825,111
Income & contributions
- Employer contributions
- $165,633
- Participant contributions
- $482,393
- Total contributions
- $650,445
- Total income / additions
- $1,325,473
Expenses & distributions
- Benefits paid
- $439,868
- Administrative expenses
- $41,146
- Total expenses
- $481,014
- Net increase / (decrease)
- $844,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bravera Wealth | TRUSTEE/ RECORDKEEPER | $41,146 | $0 | 2023 |