St. Ann'S Home, Inc. Retirement Plan — Form 5500 plan (St. Ann'S Home, Inc.)
Plain-English plan 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, St. Ann'S Home, Inc. Retirement Plan is a benefit plan reported by St. Ann'S Home, Inc. under EIN 04-2104866 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $28,459,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Ann'S Home, Inc.
- EIN
- 04-2104866
- Plan number
- 001
- Plan type
- 2
- Location
- Methuen, MA
- Latest filing year
- 2023
- Participants
- 391
- End-of-year plan assets
- $28,459,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20241011135135NAL0037115904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,459,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,459,732
- Net assets (BOY)
- $24,744,274
Income & contributions
- Employer contributions
- $1,163,368
- Participant contributions
- $985,046
- Total contributions
- $2,152,731
- Total income / additions
- $6,305,849
Expenses & distributions
- Benefits paid
- $2,458,655
- Administrative expenses
- $78,114
- Total expenses
- $2,590,391
- Net increase / (decrease)
- $3,715,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Advisor | ADVISOR | $34,146 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORDKEEPER | $33,206 | $294 | 2023 |
| Lincoln Invest. Planning | ADVISOR | $11,938 | not reported in the loaded dataset | 2023 |
| Map Retirement Inc | RECORDKEEPER | $7,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Ann'S Home, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Methuen, MA
- Cambridge Investment Advisor — Schedule C compensation
- Ascensus — Schedule C compensation
- Lincoln Invest. Planning — Schedule C compensation
- Map Retirement Inc — Schedule C compensation