2023 Form 5500 filing — Holy Cross Village 401(K) Retirement 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 20241008101237NAL0017388977001) for Holy Cross Village 401(K) Retirement Plan, reported by Holy Cross Village At Notre Dame under EIN 35-2084623 and plan number 003. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101237NAL0017388977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holy Cross Village At Notre Dame
- EIN
- 35-2084623
- Plan number
- 003
- Location
- Notre Dame, IN
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,494,357
- Total liabilities (EOY)
- $95
- Net assets (EOY)
- $2,494,262
- Employer contributions
- $170,151
- Participant contributions
- $203,631
- Total income / additions
- $676,784
- Benefits paid
- $270,948
- Administrative expenses
- $28,275
- Total expenses
- $299,223
- Net increase / (decrease)
- $377,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 1st Source Bank | TRUSTEE | $28,275 | not reported in the loaded dataset |