2023 Form 5500 filing — St. Charles Health Council, Inc. 403b 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 20241015072425NAL0015938243001) for St. Charles Health Council, Inc. 403b Retirement Plan, reported by St. Charles Health Council, Inc. under EIN 23-7319768 and plan number 001. It reports 214 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)$10.4MReported net assets$10,375,555

Participants214

Provider compensation$43.5K2 Schedule C row(s)$43,490

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015072425NAL0015938243001
Plan sponsor: St. Charles Health Council, Inc.
EIN: 23-7319768
Plan number: 001
Location: Jonesville, VA
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)$10.4M total assets

Net assets$10.4MLiabilities$0

Money in vs. money out

Total income / additions$2.1M

Total expenses$1M

Benefits paid / distributions$1M

Contributions

Employer$268K

Participant$532K

Full reported line items

Total assets (EOY): $10,375,555
Total liabilities (EOY): $0
Net assets (EOY): $10,375,555
Employer contributions: $268,017
Participant contributions: $532,019
Total income / additions: $2,067,152
Benefits paid: $1,018,462
Administrative expenses: $3,516
Total expenses: $1,021,978
Net increase / (decrease): $1,045,174

Schedule C

Reported service provider compensation

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

1
O N Equity Sales Company$40K
OTHER SERVICES · Direct $0 · Indirect $40K
2
Principal Life Insurance Company$3.5K
CONTRACT ADMINISTRATOR · Direct $3.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015072425NAL0015938243001 cover?: It is the 2023 Form 5500 filing for St. Charles Health Council, Inc. 403b Retirement Plan, reported by St. Charles Health Council, Inc. (EIN 23-7319768).
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).