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, Julia Dyckman Andrus Memorial, Inc. 401(K) Retirement Plan is a benefit plan reported by Julia Dyckman Andrus Memorial, Inc. under EIN 13-2793295 and plan number 004. The latest loaded filing year is 2023. The filing reports 657 participants and $14,093,442 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,093,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,093,442
- Net assets (BOY)
- $12,196,810
Income & contributions
- Employer contributions
- $512,286
- Participant contributions
- $603,985
- Total contributions
- $1,157,909
- Total income / additions
- $3,256,719
Expenses & distributions
- Benefits paid
- $1,263,615
- Administrative expenses
- $96,472
- Total expenses
- $1,360,087
- Net increase / (decrease)
- $1,896,632