2023 Form 5500 filing — St. James Place Of Baton Rouge 403(B) 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 20240930142053NAL0011364098002) for St. James Place Of Baton Rouge 403(B) Plan, reported by St. James Place Of Baton Rouge under EIN 72-0887915 and plan number 001. It reports 355 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)$3.6MReported net assets$3,557,910
Participants355
Provider compensation$38K3 Schedule C row(s)$38,018
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930142053NAL0011364098002
Plan sponsor
St. James Place Of Baton Rouge
EIN
72-0887915
Plan number
001
Location
Baton Rouge, LA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.6M total assets
Net assets$3.6MLiabilities
Money in vs. money out
Total income / additions$915.2K
Total expenses$227.4K
Benefits paid / distributions$201.2K
Contributions
Employer$99.1K
Participant$376.9K
Full reported line items
Total assets (EOY)
$3,557,910
Net assets (EOY)
$3,557,910
Employer contributions
$99,135
Participant contributions
$376,897
Total income / additions
$915,232
Benefits paid
$201,198
Administrative expenses
$26,252
Total expenses
$227,450
Net increase / (decrease)
$687,782
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $23K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $15K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930142053NAL0011364098002 cover?
It is the 2023 Form 5500 filing for St. James Place Of Baton Rouge 403(B) Plan, reported by St. James Place Of Baton Rouge (EIN 72-0887915).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages