St. Anne'S Retirement Community, Inc. 401(K) Plan — Form 5500 plan (St Anne'S Retirement Community, 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. Anne'S Retirement Community, Inc. 401(K) Plan is a benefit plan reported by St Anne'S Retirement Community, Inc under EIN 23-1500399 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $9,739,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St Anne'S Retirement Community, Inc
- EIN
- 23-1500399
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, PA
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $9,739,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20250415133231NAL0001442707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,739,392
- Total liabilities (EOY)
- $5,634
- Net assets (EOY)
- $9,733,758
- Net assets (BOY)
- $8,309,148
Income & contributions
- Employer contributions
- $277,419
- Participant contributions
- $475,830
- Total contributions
- $949,131
- Total income / additions
- $2,208,026
Expenses & distributions
- Benefits paid
- $710,089
- Administrative expenses
- $67,692
- Total expenses
- $783,416
- Net increase / (decrease)
- $1,424,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co., L.P. | INVESTMENT ADVISOR | $0 | $21,972 | 2023 |
| John Hancock Life Ins Co. Usa | RECORDKEEPER | $3,066 | $0 | 2023 |
| Wilshire Associates Inc (Usa) | INVESTMENT ADVISOR | $0 | $1,758 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St Anne'S Retirement Community, Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Columbia, PA
- Edward D Jones & Co., L.P. — Schedule C compensation
- John Hancock Life Ins Co. Usa — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation