2023 Form 5500 filing — Passavant Memorial Homes Union Employees 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709113807NAL0007830435001) for Passavant Memorial Homes Union Employees 401(K) Plan, reported by Passavant Memorial Homes under EIN 25-1021794 and plan number 003. It reports 1,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.5MReported net assets$4,471,258
Participants1.1K1,098
Provider compensation$96K2 Schedule C row(s)$95,968
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240709113807NAL0007830435001
- Plan sponsor
- Passavant Memorial Homes
- EIN
- 25-1021794
- Plan number
- 003
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$1.2K
Full reported line items
- Total assets (EOY)
- $4,472,477
- Total liabilities (EOY)
- $1,219
- Net assets (EOY)
- $4,471,258
- Employer contributions
- $74,719
- Participant contributions
- $571,788
- Total income / additions
- $1,293,507
- Benefits paid
- $551,776
- Administrative expenses
- $94,967
- Total expenses
- $646,743
- Net increase / (decrease)
- $646,764
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $74,830 | $1,076 |
| First National Trust Company | NONE | $20,062 | not reported in the loaded dataset |