2023 Form 5500 filing — St. Anne'S Retirement Community, Inc. 401(K) 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 20250415133231NAL0001442707001) for St. Anne'S Retirement Community, Inc. 401(K) Plan, reported by St Anne'S Retirement Community, Inc under EIN 23-1500399 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415133231NAL0001442707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St Anne'S Retirement Community, Inc
- EIN
- 23-1500399
- Plan number
- 001
- Location
- Columbia, PA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,739,392
- Total liabilities (EOY)
- $5,634
- Net assets (EOY)
- $9,733,758
- Employer contributions
- $277,419
- Participant contributions
- $475,830
- Total income / additions
- $2,208,026
- Benefits paid
- $710,089
- Administrative expenses
- $67,692
- Total expenses
- $783,416
- Net increase / (decrease)
- $1,424,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co., L.P. | INVESTMENT ADVISOR | $0 | $21,972 |
| John Hancock Life Ins Co. Usa | RECORDKEEPER | $3,066 | $0 |
| Wilshire Associates Inc (Usa) | INVESTMENT ADVISOR | $0 | $1,758 |