St. Joseph Senior Living 401(K) Retirement Plan — Form 5500 plan (St. Joseph Care Center)
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 Senior Living 401(K) Retirement Plan is a benefit plan reported by St. Joseph Care Center under EIN 34-0714512 and plan number 002. The latest loaded filing year is 2023. The filing reports 245 participants and $2,185,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Joseph Care Center
- EIN
- 34-0714512
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, OH
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $2,185,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241015164011NAL0016894131004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,185,249
- Total liabilities (EOY)
- $9,015
- Net assets (EOY)
- $2,176,234
- Net assets (BOY)
- $1,755,109
Income & contributions
- Employer contributions
- $164,369
- Participant contributions
- $172,602
- Total contributions
- $336,971
- Total income / additions
- $649,957
Expenses & distributions
- Benefits paid
- $183,489
- Administrative expenses
- $45,343
- Total expenses
- $228,832
- Net increase / (decrease)
- $421,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | TPA | $21,521 | $943 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISOR | $18,759 | $0 | 2023 |
| Stancorp Financial Group | RECORDKEEPER | $5,063 | $214 | 2023 |