2023 Form 5500 filing — St. Matthew'S House, Inc. 401(K) Profit Sharing Plan And Trust

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 20241011145638NAL0011060099001) for St. Matthew'S House, Inc. 401(K) Profit Sharing Plan And Trust, reported by St. Matthew'S House, Inc. under EIN 65-1110501 and plan number 001. It reports 352 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)$2.4MReported net assets$2,354,900
Participants352
Provider compensation$5.6K1 Schedule C row(s)$5,562
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011145638NAL0011060099001
Plan sponsor
St. Matthew'S House, Inc.
EIN
65-1110501
Plan number
001
Location
Naples, FL
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)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$248.8K
Benefits paid / distributions$242.4K
Contributions
Employer$259.3K
Participant$355.8K
Full reported line items
Total assets (EOY)
$2,354,900
Total liabilities (EOY)
$0
Net assets (EOY)
$2,354,900
Employer contributions
$259,302
Participant contributions
$355,770
Total income / additions
$1,060,815
Benefits paid
$242,358
Administrative expenses
$6,437
Total expenses
$248,828
Net increase / (decrease)
$811,987
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $5.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011145638NAL0011060099001 cover?
It is the 2023 Form 5500 filing for St. Matthew'S House, Inc. 401(K) Profit Sharing Plan And Trust, reported by St. Matthew'S House, Inc. (EIN 65-1110501).
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