Plan5500

St. Paul'S Episcopal Home'S Employee Retirement Plan — Form 5500 plan (St. Paul'S Episcopal Home, 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. Paul'S Episcopal Home'S Employee Retirement Plan is a benefit plan reported by St. Paul'S Episcopal Home, Inc. under EIN 95-2111196 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,213 participants and $20,744,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Paul'S Episcopal Home, Inc.
EIN
95-2111196
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
1,213
End-of-year plan assets
$20,744,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,213H, C20241206164737NAL0013179778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,744,741
Total liabilities (EOY)
$0
Net assets (EOY)
$20,744,741
Net assets (BOY)
$19,323,834

Income & contributions

Employer contributions
$325,859
Participant contributions
$644,981
Total contributions
$983,990
Total income / additions
$2,140,433

Expenses & distributions

Benefits paid
$670,107
Administrative expenses
$43,538
Total expenses
$719,526
Net increase / (decrease)
$1,420,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD-KEEPER$23,325$02023
First Republic Investment MgmtADVISOR$18,148not reported in the loaded dataset2023

Related Form 5500 pages