Plan5500

Holy Angels, Inc. 403(B) Retirement Savings Plan — Form 5500 plan (Holy Angels, 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, Holy Angels, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by Holy Angels, Inc. under EIN 51-0230406 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $6,041,122 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holy Angels, Inc.
EIN
51-0230406
Plan number
001
Plan type
2
Location
Belmont, NC
Latest filing year
2023
Participants
469
End-of-year plan assets
$6,041,122

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20240919163335NAL0006222369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,041,122
Total liabilities (EOY)
$0
Net assets (EOY)
$6,041,122
Net assets (BOY)
$4,831,242

Income & contributions

Participant contributions
$212,794
Total contributions
$634,083
Total income / additions
$1,415,344

Expenses & distributions

Benefits paid
$142,173
Administrative expenses
$63,291
Total expenses
$205,464
Net increase / (decrease)
$1,209,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stanley Benefit ServicesNONE$13,587not reported in the loaded dataset2023
PronvestNONE$8,469not reported in the loaded dataset2023
Fund Direct AdvisorsNONE$2,626not reported in the loaded dataset2023

Related Form 5500 pages