Sarah Harding 401(K) Plan — Form 5500 plan (Sarah Harding Home For The Aged Incorporated)

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, Sarah Harding 401(K) Plan is a benefit plan reported by Sarah Harding Home For The Aged Incorporated under EIN 42-0711797 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $44,701 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$44.7KPlan net assets, end of year$44,701
Participants11Covered participants reported
Assets / participant$4.1KComputed: assets ÷ participants$4,064 (computed)
Provider compensationNone reported
Plan sponsor
Sarah Harding Home For The Aged Incorporated
EIN
42-0711797
Plan number
001
Plan type
2
Location
Clinton, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311I20240819170013NAL0001697009003
Schedule I · 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)$44.7K total assets
Net assets$44.7KLiabilities
Money in vs. money out
Total income / additions$19.4K
Total expenses$57.6K
Benefits paid / distributions$57.6K
Contributions
Employer$5.7K
Participant$5.9K
Full reported line items

Net assets

Total assets (EOY)
$44,701
Net assets (EOY)
$44,701
Net assets (BOY)
$82,807

Income & contributions

Employer contributions
$5,670
Participant contributions
$5,906
Total income / additions
$19,447

Expenses & distributions

Benefits paid
$57,553
Total expenses
$57,553
Net increase / (decrease)
-$38,106
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 49%Participant 51%
Total expenses ÷ net assets129%Computed ratio
Benefits paid ÷ total income296%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages