2023 Form 5500 filing — Indiana Masonic Home, Inc. 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 20240924131703NAL0007466611001) for Indiana Masonic Home, Inc. 401(K) Plan, reported by Indiana Masonic Home, Inc. under EIN 35-2187477 and plan number 003. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924131703NAL0007466611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Masonic Home, Inc.
- EIN
- 35-2187477
- Plan number
- 003
- Location
- Franklin, IN
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,206,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,206,121
- Employer contributions
- $100,395
- Participant contributions
- $334,253
- Total income / additions
- $873,910
- Benefits paid
- $220,726
- Administrative expenses
- $15,479
- Total expenses
- $236,205
- Net increase / (decrease)
- $637,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Insurance Company | RECORDKEEPER | $15,479 | $0 |