Walsh Jesuit High School 401(K) Plan — Form 5500 plan (Walsh Jesuit High School)
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, Walsh Jesuit High School 401(K) Plan is a benefit plan reported by Walsh Jesuit High School under EIN 34-0947373 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $11,513,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walsh Jesuit High School
- EIN
- 34-0947373
- Plan number
- 003
- Plan type
- 2
- Location
- Cuyahoga Falls, OH
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $11,513,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241010153048NAL0036283472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,513,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,513,070
- Net assets (BOY)
- $10,188,880
Income & contributions
- Employer contributions
- $327,212
- Participant contributions
- $793,321
- Total contributions
- $1,120,533
- Total income / additions
- $2,972,550
Expenses & distributions
- Benefits paid
- $1,606,102
- Administrative expenses
- $42,258
- Total expenses
- $1,648,360
- Net increase / (decrease)
- $1,324,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $25,233 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,497 | $0 | 2023 |