Samaritan'S Purse 401(K) Retirement Plan — Form 5500 plan (Samaritan'S Purse)

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, Samaritan'S Purse 401(K) Retirement Plan is a benefit plan reported by Samaritan'S Purse under EIN 58-1437002 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,916 participants and $153,929,430 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Samaritan'S Purse
EIN
58-1437002
Plan number
001
Plan type
2
Location
Boone, NC
Latest filing year
2023
Participants
1,916
End-of-year plan assets
$153,929,430

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,916H, C20240830134433NAL0026956432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$153,929,430
Total liabilities (EOY)
$0
Net assets (EOY)
$153,929,430
Net assets (BOY)
$124,805,171

Income & contributions

Employer contributions
$8,109,251
Participant contributions
$7,565,413
Total contributions
$17,954,071
Total income / additions
$39,032,762

Expenses & distributions

Benefits paid
$9,646,753
Administrative expenses
$261,750
Total expenses
$9,908,503
Net increase / (decrease)
$29,124,259

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$261,750$02023
Kestra Investment Services LLCOTHER SERVICES$0$53,8612023

Related Form 5500 pages