Spokane Methodist Homes, Inc. Employee Retirement Savings Plan — Form 5500 plan (Spokane United Methodist Homes, 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, Spokane Methodist Homes, Inc. Employee Retirement Savings Plan is a benefit plan reported by Spokane United Methodist Homes, Inc under EIN 91-0715658 and plan number 002. The latest loaded filing year is 2023. The filing reports 832 participants and $12,934,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spokane United Methodist Homes, Inc
- EIN
- 91-0715658
- Plan number
- 002
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 832
- End-of-year plan assets
- $12,934,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 832 | H, C | 20250314184145NAL0022942113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,934,020
- Total liabilities (EOY)
- $8,157
- Net assets (EOY)
- $12,925,863
- Net assets (BOY)
- $11,061,011
Income & contributions
- Employer contributions
- $343,895
- Participant contributions
- $1,257,282
- Total contributions
- $1,615,373
- Total income / additions
- $3,538,946
Expenses & distributions
- Benefits paid
- $1,625,046
- Administrative expenses
- $49,048
- Total expenses
- $1,674,094
- Net increase / (decrease)
- $1,864,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $49,048 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Met West Funds | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Victory Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Lord Abbett | NONE | $0 | $0 | 2023 |
| Cohen & Steers | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Allspring Global Investment | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spokane United Methodist Homes, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Funds — Schedule C compensation
- Met West Funds — Schedule C compensation
- Legg Mason — Schedule C compensation
- Victory Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Lord Abbett — Schedule C compensation
- Cohen & Steers — Schedule C compensation
- Fidelity — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Allspring Global Investment — Schedule C compensation