Samaritan Ministries Planning For Future Success 401(K) — Form 5500 plan (Samaritan Ministries International)
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, Samaritan Ministries Planning For Future Success 401(K) is a benefit plan reported by Samaritan Ministries International under EIN 37-1295601 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $9,212,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samaritan Ministries International
- EIN
- 37-1295601
- Plan number
- 001
- Plan type
- 2
- Location
- Peoria, IL
- Latest filing year
- 2023
- Participants
- 481
- End-of-year plan assets
- $9,212,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 481 | H, C | 20240910113257NAL0003462771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,212,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,212,134
- Net assets (BOY)
- $6,497,296
Income & contributions
- Employer contributions
- $802,893
- Participant contributions
- $1,088,190
- Total contributions
- $2,074,287
- Total income / additions
- $3,217,992
Expenses & distributions
- Benefits paid
- $463,134
- Administrative expenses
- $40,020
- Total expenses
- $503,154
- Net increase / (decrease)
- $2,714,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| David Vaughan Investments, Inc. | FINANCIAL ADVISOR | $30,436 | not reported in the loaded dataset | 2023 |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $9,584 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $2,798 | 2023 |
| Charles Schwab & Co., Inc | CUSTODIAN | $418 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samaritan Ministries International
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Peoria, IL
- David Vaughan Investments, Inc. — Schedule C compensation
- Alliance Pension Consultants, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation