2023 Form 5500 filing — Good Samaritan Shelter 401(K) Profit Sharing Plan & Trust
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 20240907113621NAL0001285059001) for Good Samaritan Shelter 401(K) Profit Sharing Plan & Trust, reported by Good Samaritan Shelter under EIN 77-0133375 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240907113621NAL0001285059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Good Samaritan Shelter
- EIN
- 77-0133375
- Plan number
- 001
- Location
- Santa Maria, CA
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,297,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,297,371
- Employer contributions
- $362,874
- Participant contributions
- $472,522
- Total income / additions
- $1,496,651
- Benefits paid
- $619,019
- Administrative expenses
- $7,850
- Total expenses
- $626,869
- Net increase / (decrease)
- $869,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $7,209 | not reported in the loaded dataset |