St. Ann'S Community 403(B) Retirement Plan — Form 5500 plan (St. Anns Home For The Aged)

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 Community 403(B) Retirement Plan is a benefit plan reported by St. Anns Home For The Aged under EIN 16-0743146 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,881 participants and $32,230,270 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Anns Home For The Aged
EIN
16-0743146
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
1,881
End-of-year plan assets
$32,230,270

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,881H, C20241015140210NAL0014784803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,230,270
Total liabilities (EOY)
$0
Net assets (EOY)
$32,230,270
Net assets (BOY)
$26,004,936

Income & contributions

Employer contributions
$1,790,803
Participant contributions
$2,462,022
Total contributions
$4,726,424
Total income / additions
$9,206,004

Expenses & distributions

Benefits paid
$2,897,988
Administrative expenses
$101,703
Total expenses
$2,999,691
Net increase / (decrease)
$6,206,313

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$104,625not reported in the loaded dataset2023

Related Form 5500 pages