Plan5500

St. Mary'S Of Medford School 403(B) Plan — Form 5500 plan (St. Marys Of Medford, 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, St. Mary'S Of Medford School 403(B) Plan is a benefit plan reported by St. Marys Of Medford, Inc. under EIN 93-0514209 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $8,755,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Marys Of Medford, Inc.
EIN
93-0514209
Plan number
001
Plan type
2
Location
Medford, OR
Latest filing year
2023
Participants
141
End-of-year plan assets
$8,755,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20250929135903NAL0005075779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,755,494
Total liabilities (EOY)
$0
Net assets (EOY)
$8,755,494
Net assets (BOY)
$7,251,543

Income & contributions

Employer contributions
$209,272
Participant contributions
$504,790
Total contributions
$716,793
Total income / additions
$2,008,016

Expenses & distributions

Benefits paid
$455,264
Administrative expenses
$48,801
Total expenses
$504,065
Net increase / (decrease)
$1,503,951

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cutler Investment Counsel, LLCINVESTMENT MANAGER$28,574not reported in the loaded dataset2023
Professional Capital ServicesCONTRACT ADMINISTRATOR$20,227not reported in the loaded dataset2023

Related Form 5500 pages