St. Joseph Group Retirement Plan And Trust — Form 5500 plan (St. Joseph Group, 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. Joseph Group Retirement Plan And Trust is a benefit plan reported by St. Joseph Group, Inc. under EIN 20-0303719 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $721,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Joseph Group, Inc.
- EIN
- 20-0303719
- Plan number
- 001
- Plan type
- 2
- Location
- Front Royal, VA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $721,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20241015134038NAL0028609057001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $721,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $721,528
- Net assets (BOY)
- $587,483
Income & contributions
- Employer contributions
- $5,128
- Participant contributions
- $5,414
- Total income / additions
- $344,415
Expenses & distributions
- Benefits paid
- $210,295
- Administrative expenses
- $75
- Total expenses
- $210,370
- Net increase / (decrease)
- $134,045
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.