Ave Maria Home Retirement Plan — Form 5500 plan (Ave Maria 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, Ave Maria Home Retirement Plan is a benefit plan reported by Ave Maria Home under EIN 62-0561701 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $1,911,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ave Maria Home
- EIN
- 62-0561701
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $1,911,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241008083044NAL0028159472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,911,012
- Total liabilities (EOY)
- $2,740
- Net assets (EOY)
- $1,908,272
- Net assets (BOY)
- $1,726,066
Income & contributions
- Employer contributions
- $72,053
- Participant contributions
- $268,161
- Total contributions
- $345,581
- Total income / additions
- $558,122
Expenses & distributions
- Benefits paid
- $344,042
- Administrative expenses
- $16,674
- Total expenses
- $375,916
- Net increase / (decrease)
- $182,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $16,351 | $42 | 2023 |