2023 Form 5500 filing — St. Vincent Family Services Employee 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 20241011130142NAL0021903697001) for St. Vincent Family Services Employee Retirement Plan, reported by St. Vincent Family Services under EIN 31-4379572 and plan number 001. It reports 208 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)$4.6MReported net assets$4,599,371
Participants208
Provider compensation$15.1K1 Schedule C row(s)$15,062
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011130142NAL0021903697001
Plan sponsor
St. Vincent Family Services
EIN
31-4379572
Plan number
001
Location
Columbus, OH
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)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$121K
Participant$272.3K
Full reported line items
Total assets (EOY)
$4,599,371
Total liabilities (EOY)
$0
Net assets (EOY)
$4,599,371
Employer contributions
$120,971
Participant contributions
$272,269
Total income / additions
$1,095,673
Benefits paid
$1,047,695
Administrative expenses
$3,819
Total expenses
$1,051,514
Net increase / (decrease)
$44,159
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $13 · Indirect $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011130142NAL0021903697001 cover?
It is the 2023 Form 5500 filing for St. Vincent Family Services Employee Retirement Plan, reported by St. Vincent Family Services (EIN 31-4379572).
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