Sacred Heart Schools, Inc. 401(K) Plan — Form 5500 plan (Sacred Heart Schools, 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, Sacred Heart Schools, Inc. 401(K) Plan is a benefit plan reported by Sacred Heart Schools, Inc. under EIN 61-1181710 and plan number 003. The latest loaded filing year is 2023. The filing reports 389 participants and $21,399,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sacred Heart Schools, Inc.
- EIN
- 61-1181710
- Plan number
- 003
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $21,399,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20250415140235NAL0005897664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,399,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,399,408
- Net assets (BOY)
- $17,429,835
Income & contributions
- Employer contributions
- $606,518
- Participant contributions
- $1,264,122
- Total contributions
- $2,039,167
- Total income / additions
- $5,250,125
Expenses & distributions
- Benefits paid
- $1,195,927
- Administrative expenses
- $84,625
- Total expenses
- $1,280,552
- Net increase / (decrease)
- $3,969,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $76,229 | $0 | 2023 |
| Robert W Baird & Co Incorporated | BROKER/ADVISER | $0 | $39,010 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,842 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $3,554 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sacred Heart Schools, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Insurance Company — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation