Plan5500

St. Anne Home Employees' Retirement Plan — Form 5500 plan (St. Anne Home Of The Diocese Of Fort Wayne-South Bend, 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 Home Employees' Retirement Plan is a benefit plan reported by St. Anne Home Of The Diocese Of Fort Wayne-South Bend, Inc. under EIN 35-2024406 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $4,304,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Anne Home Of The Diocese Of Fort Wayne-South Bend, Inc.
EIN
35-2024406
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
539
End-of-year plan assets
$4,304,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20241004104842NAL0012117121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,304,413
Total liabilities (EOY)
$0
Net assets (EOY)
$4,304,413
Net assets (BOY)
$4,180,399

Income & contributions

Employer contributions
$97,511
Participant contributions
$299,287
Total contributions
$407,526
Total income / additions
$1,086,738

Expenses & distributions

Benefits paid
$914,115
Administrative expenses
$48,609
Total expenses
$962,724
Net increase / (decrease)
$124,014

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sym Financial AdvisorsNONE$27,514not reported in the loaded dataset2023
Riversedge Adv. Ret. SolutionsNONE$19,076not reported in the loaded dataset2023

Related Form 5500 pages