2023 Form 5500 filing — St. Luke Home Health Retirement Savings 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 20251015075353NAL0002081875001) for St. Luke Home Health Retirement Savings Plan, reported by St. Luke Foundation under EIN 64-0902808 and plan number 001. It reports 177 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)$3.7MReported net assets$3,677,605
Participants177
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251015075353NAL0002081875001
Plan sponsor
St. Luke Foundation
EIN
64-0902808
Plan number
001
Location
Mccomb, MS
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$440.3K
Total expenses$27.4K
Benefits paid / distributions$25.4K
Contributions
Employer$34.5K
Participant$79.2K
Full reported line items
Total assets (EOY)
$3,677,605
Total liabilities (EOY)
$0
Net assets (EOY)
$3,677,605
Employer contributions
$34,537
Participant contributions
$79,221
Total income / additions
$440,266
Benefits paid
$25,388
Administrative expenses
$1,963
Total expenses
$27,351
Net increase / (decrease)
$412,915
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251015075353NAL0002081875001 cover?
It is the 2023 Form 5500 filing for St. Luke Home Health Retirement Savings Plan, reported by St. Luke Foundation (EIN 64-0902808).
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