Plan5500

St. Michael'S, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (St. Michael'S, 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. Michael'S, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by St. Michael'S, Inc. under EIN 20-5146971 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $9,741,442 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Michael'S, Inc.
EIN
20-5146971
Plan number
001
Plan type
2
Location
Woodbridge, VA
Latest filing year
2023
Participants
184
End-of-year plan assets
$9,741,442

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241015101537NAL0056961858001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,741,442
Net assets (EOY)
$9,741,442
Net assets (BOY)
$8,339,949

Income & contributions

Employer contributions
$464,454
Participant contributions
$1,093,778
Total contributions
$1,692,405
Total income / additions
$3,242,190

Expenses & distributions

Benefits paid
$1,772,404
Administrative expenses
$56,686
Total expenses
$1,840,697
Net increase / (decrease)
$1,401,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPING & INFO MGMT$29,138not reported in the loaded dataset2023
Edward D. Jones & Co, L.P.RIA$21,996not reported in the loaded dataset2023

Related Form 5500 pages