Plan5500

St. Anne'S Belfield, Inc. 403(B) Retirement Plan — Form 5500 plan (St. Anne'S Belfield, 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'S Belfield, Inc. 403(B) Retirement Plan is a benefit plan reported by St. Anne'S Belfield, Inc. under EIN 54-0880465 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $44,016,175 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Anne'S Belfield, Inc.
EIN
54-0880465
Plan number
001
Plan type
2
Location
Charlottesville, VA
Latest filing year
2023
Participants
491
End-of-year plan assets
$44,016,175

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023491H, C20250415141704NAL0001546995005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,016,175
Net assets (EOY)
$44,016,175
Net assets (BOY)
$39,355,074

Income & contributions

Employer contributions
$649,843
Participant contributions
$948,777
Total contributions
$1,655,282
Total income / additions
$7,621,222

Expenses & distributions

Benefits paid
$2,897,265
Administrative expenses
$62,162
Total expenses
$2,960,121
Net increase / (decrease)
$4,661,101

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Truist Advisory Services, Inc.,INVESTMENT ADVISORY$43,495not reported in the loaded dataset2023
TiaaSERVICE PROVIDER$19,119$02023

Related Form 5500 pages