Saint Francis Ministries, Inc. 401(K) Plan Plan — Form 5500 plan (Saint Francis Ministries, 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, Saint Francis Ministries, Inc. 401(K) Plan Plan is a benefit plan reported by Saint Francis Ministries, Inc. under EIN 48-0543809 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,910 participants and $35,775,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saint Francis Ministries, Inc.
EIN
48-0543809
Plan number
001
Plan type
2
Location
Salina, KS
Latest filing year
2023
Participants
1,910
End-of-year plan assets
$35,775,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,910H, C20241014153930NAL0027742225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,775,637
Total liabilities (EOY)
$0
Net assets (EOY)
$35,775,637
Net assets (BOY)
$30,376,404

Income & contributions

Employer contributions
$1,984,474
Participant contributions
$2,681,423
Total contributions
$4,730,970
Total income / additions
$10,151,888

Expenses & distributions

Benefits paid
$4,540,907
Administrative expenses
$211,748
Total expenses
$4,752,655
Net increase / (decrease)
$5,399,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intrust Bank, N.A.NONE$147,193not reported in the loaded dataset2023
Wintrust InvestmentsNONE$64,555not reported in the loaded dataset2023

Related Form 5500 pages