403(B) Thrift Plan Of Episcopal Homes Of Minnesota — Form 5500 plan (Episcopal Homes Of Minnesota)

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, 403(B) Thrift Plan Of Episcopal Homes Of Minnesota is a benefit plan reported by Episcopal Homes Of Minnesota under EIN 41-0706110 and plan number 004. The latest loaded filing year is 2023. The filing reports 732 participants and $7,944,762 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.9MPlan net assets, end of year$7,944,762
Participants732Covered participants reported
Assets / participant$10.9KComputed: assets ÷ participants$10,854 (computed)
Provider compensation$1.4K1 Schedule C provider row(s)$1,405
Plan sponsor
Episcopal Homes Of Minnesota
EIN
41-0706110
Plan number
004
Plan type
2
Location
Saint Paul, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    732 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$994.5K
Benefits paid / distributions$993K
Contributions
Employer$237.3K
Participant$698.8K
Full reported line items

Net assets

Total assets (EOY)
$7,944,762
Total liabilities (EOY)
$0
Net assets (EOY)
$7,944,762
Net assets (BOY)
$6,733,311

Income & contributions

Employer contributions
$237,258
Participant contributions
$698,831
Total contributions
$1,125,950
Total income / additions
$2,205,997

Expenses & distributions

Benefits paid
$993,037
Administrative expenses
$1,509
Total expenses
$994,546
Net increase / (decrease)
$1,211,451
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORD KEEPER · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan Of Episcopal Homes Of Minnesota?
403(B) Thrift Plan Of Episcopal Homes Of Minnesota is reported as sponsored by Episcopal Homes Of Minnesota (EIN 41-0706110, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan Of Episcopal Homes Of Minnesota?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan Of Episcopal Homes Of Minnesota is 2023.
How many participants does 403(B) Thrift Plan Of Episcopal Homes Of Minnesota report?
403(B) Thrift Plan Of Episcopal Homes Of Minnesota reports 732 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan Of Episcopal Homes Of Minnesota?
403(B) Thrift Plan Of Episcopal Homes Of Minnesota reports $7,944,762 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages