2023 Form 5500 filing — St. Xavier High School 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 20250414111004NAL0001643969001) for St. Xavier High School Defined Contribution Retirement Plan, reported by St. Xavier High School, Inc. under EIN 31-0537511 and plan number 002. It reports 294 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)$59.4MReported net assets$59,428,542
Participants294
Provider compensation$45.7K4 Schedule C row(s)$45,723
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414111004NAL0001643969001
Plan sponsor
St. Xavier High School, Inc.
EIN
31-0537511
Plan number
002
Location
Cincinnati, 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)$59.4M total assets
Net assets$59.4MLiabilities$0
Money in vs. money out
Total income / additions$11M
Total expenses$4.7M
Benefits paid / distributions$4.6M
Contributions
Employer$1.2M
Participant$1.7M
Full reported line items
Total assets (EOY)
$59,428,542
Total liabilities (EOY)
$0
Net assets (EOY)
$59,428,542
Employer contributions
$1,182,803
Participant contributions
$1,695,205
Total income / additions
$10,962,577
Benefits paid
$4,621,475
Administrative expenses
$46,096
Total expenses
$4,667,571
Net increase / (decrease)
$6,295,006
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $25K
  2. 2
    AUDITOR · Direct $15K
  3. 3
    INVESTMENT MGMT · Direct $5.5K
  4. 4
    RECORD KEEPER · Direct $203 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414111004NAL0001643969001 cover?
It is the 2023 Form 5500 filing for St. Xavier High School Defined Contribution Retirement Plan, reported by St. Xavier High School, Inc. (EIN 31-0537511).
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