St. Joseph'S Rehabilitation Center Retirement Plan — Form 5500 plan (St. Joseph'S Rehabilitation Center)
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. Joseph'S Rehabilitation Center Retirement Plan is a benefit plan reported by St. Joseph'S Rehabilitation Center under EIN 14-1536222 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $5,138,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Joseph'S Rehabilitation Center
- EIN
- 14-1536222
- Plan number
- 001
- Plan type
- 2
- Location
- Saranac Lake, NY
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $5,138,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H, C | 20250714132529NAL0000904899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,138,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,138,457
- Net assets (BOY)
- $4,200,453
Income & contributions
- Employer contributions
- $89,105
- Participant contributions
- $255,771
- Total contributions
- $427,070
- Total income / additions
- $1,322,657
Expenses & distributions
- Benefits paid
- $373,084
- Administrative expenses
- $6,648
- Total expenses
- $384,653
- Net increase / (decrease)
- $938,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Advantage | THIRD PARTY ADMINISTRATO | $6,649 | not reported in the loaded dataset | 2023 |