2023 Form 5500 filing — Saint Mary'S Hall Defined Contribution 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 20241011123455NAL0022745617001) for Saint Mary'S Hall Defined Contribution Retirement Plan, reported by Saint Mary'S Hall under EIN 74-0877330 and plan number 002. It reports 461 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)$38.2MReported net assets$38,202,937
Participants461
Provider compensation$23.1K2 Schedule C row(s)$23,093
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011123455NAL0022745617001
Plan sponsor
Saint Mary'S Hall
EIN
74-0877330
Plan number
002
Location
San Antonio, TX
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)$38.2M total assets
Net assets$38.2MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$893.4K
Participant$1M
Full reported line items
Total assets (EOY)
$38,202,937
Total liabilities (EOY)
$0
Net assets (EOY)
$38,202,937
Employer contributions
$893,421
Participant contributions
$1,002,059
Total income / additions
$6,478,069
Benefits paid
$2,837,006
Administrative expenses
$23,093
Total expenses
$2,860,099
Net increase / (decrease)
$3,617,970
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $18.7K
  2. 2
    Tiaa$4.4K
    NONE · Direct $4.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011123455NAL0022745617001 cover?
It is the 2023 Form 5500 filing for Saint Mary'S Hall Defined Contribution Retirement Plan, reported by Saint Mary'S Hall (EIN 74-0877330).
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