2023 Form 5500 filing — D. A. Blodgett - St. John'S 403(B) 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 20241014101534NAL0014754499001) for D. A. Blodgett - St. John'S 403(B) Plan, reported by D. A. Blodgett - St. John'S under EIN 38-1358163 and plan number 002. It reports 296 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)$8.7MReported net assets$8,685,761
Participants296
Provider compensation$40.9K1 Schedule C row(s)$40,891
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014101534NAL0014754499001
Plan sponsor
D. A. Blodgett - St. John'S
EIN
38-1358163
Plan number
002
Location
Grand Rapids, MI
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)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$111.7K
Participant$428.6K
Full reported line items
Total assets (EOY)
$8,685,761
Total liabilities (EOY)
$0
Net assets (EOY)
$8,685,761
Employer contributions
$111,655
Participant contributions
$428,556
Total income / additions
$1,981,115
Benefits paid
$1,079,241
Administrative expenses
$40,891
Total expenses
$1,120,132
Net increase / (decrease)
$860,983
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $40.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014101534NAL0014754499001 cover?
It is the 2023 Form 5500 filing for D. A. Blodgett - St. John'S 403(B) Plan, reported by D. A. Blodgett - St. John'S (EIN 38-1358163).
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