2023 Form 5500 filing — Walsh Jesuit High School 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 20241010153048NAL0036283472001) for Walsh Jesuit High School 401(K) Plan, reported by Walsh Jesuit High School under EIN 34-0947373 and plan number 003. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153048NAL0036283472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walsh Jesuit High School
- EIN
- 34-0947373
- Plan number
- 003
- Location
- Cuyahoga Falls, OH
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,513,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,513,070
- Employer contributions
- $327,212
- Participant contributions
- $793,321
- Total income / additions
- $2,972,550
- Benefits paid
- $1,606,102
- Administrative expenses
- $42,258
- Total expenses
- $1,648,360
- Net increase / (decrease)
- $1,324,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $25,233 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,497 | $0 |