Franciscan Children'S 401(K) Plan — Form 5500 plan (Franciscan Children'S)
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, Franciscan Children'S 401(K) Plan is a benefit plan reported by Franciscan Children'S under EIN 04-2156082 and plan number 002. The latest loaded filing year is 2023. The filing reports 464 participants and $27,664,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franciscan Children'S
- EIN
- 04-2156082
- Plan number
- 002
- Plan type
- 2
- Location
- Brighton, MA
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $27,664,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20241014082727NAL0013007907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,664,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,664,261
- Net assets (BOY)
- $22,598,624
Income & contributions
- Employer contributions
- $267,028
- Participant contributions
- $2,179,273
- Total contributions
- $2,820,623
- Total income / additions
- $7,223,535
Expenses & distributions
- Benefits paid
- $2,145,142
- Administrative expenses
- $6,171
- Total expenses
- $2,157,898
- Net increase / (decrease)
- $5,065,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,354 | $0 | 2023 |