Saint John Xxiii 401(K) Plan — Form 5500 plan (Saint John Xxiii Home)
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, Saint John Xxiii 401(K) Plan is a benefit plan reported by Saint John Xxiii Home under EIN 25-1214797 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $5,309,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint John Xxiii Home
- EIN
- 25-1214797
- Plan number
- 001
- Plan type
- 2
- Location
- Hermitage, PA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $5,309,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240626071055NAL0011819392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,309,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,309,100
- Net assets (BOY)
- $4,611,972
Income & contributions
- Employer contributions
- $122,222
- Participant contributions
- $171,103
- Total contributions
- $300,132
- Total income / additions
- $1,135,063
Expenses & distributions
- Benefits paid
- $382,418
- Administrative expenses
- $55,517
- Total expenses
- $437,935
- Net increase / (decrease)
- $697,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement LLC | INVESTMENT ADVISOR | $30,223 | $0 | 2023 |
| Jfs Wealth Advisors | INVESTMENT MANAGER | $25,294 | $0 | 2023 |