Good Samaritan Shelter 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Good Samaritan Shelter)
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, Good Samaritan Shelter 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Good Samaritan Shelter under EIN 77-0133375 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $4,297,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Good Samaritan Shelter
- EIN
- 77-0133375
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Maria, CA
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $4,297,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20240907113621NAL0001285059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,297,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,297,371
- Net assets (BOY)
- $3,427,589
Income & contributions
- Employer contributions
- $362,874
- Participant contributions
- $472,522
- Total contributions
- $837,939
- Total income / additions
- $1,496,651
Expenses & distributions
- Benefits paid
- $619,019
- Administrative expenses
- $7,850
- Total expenses
- $626,869
- Net increase / (decrease)
- $869,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $7,209 | not reported in the loaded dataset | 2023 |