Shalom House, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shalom House, Inc. (EIN 23-7119236) is a plan sponsor located in Portland, ME with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7119236
Location
Portland, ME
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Shalom House, Inc.

  • 2 loaded plans hold $4.1M in reported assets.
  • The largest, Shalom House, Inc. Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 380 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,091,298
Total reported assets$4.1M$4,091,298
Total reported participants380
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities
Contributions & income
Employer contributions$119.8K
Participant contributions$371.2K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$256.4K
Total expenses$284.3K
Net increase / (decrease)$805.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Shalom House, Inc. Retirement Savings Plan
Participants per plan190Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 218 participants · 2023
  2. 2
    Shalom House Insurance Benefit Plannot reported in the loaded dataset
    Plan #501 · 162 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Shalom House, Inc.. Open one for its full reported snapshot.

  1. 2023
    Shalom House Insurance Benefit Plan162 participants · 2No schedules
    View filing →
  2. 2023
    Shalom House, Inc. Retirement Savings Plan218 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Shalom House, Inc. report on Form 5500?
Shalom House, Inc. (EIN 23-7119236) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Shalom House, Inc.?
The Employer Identification Number (EIN) reported for Shalom House, Inc. is 23-7119236.
What is the latest Form 5500 filing year for Shalom House, Inc.?
The latest loaded Form 5500 filing year for Shalom House, Inc. is 2023.

Related Form 5500 pages