South Carolina Episcopal Home At Still Hopes 401(K) Plan — Form 5500 plan (South Carolina Episcopal Home At Still Hopes)
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, South Carolina Episcopal Home At Still Hopes 401(K) Plan is a benefit plan reported by South Carolina Episcopal Home At Still Hopes under EIN 57-0175068 and plan number 003. The latest loaded filing year is 2023. The filing reports 695 participants and $7,707,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Carolina Episcopal Home At Still Hopes
- EIN
- 57-0175068
- Plan number
- 003
- Plan type
- 2
- Location
- West Columbia, SC
- Latest filing year
- 2023
- Participants
- 695
- End-of-year plan assets
- $7,707,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 695 | H, C | 20241007111456NAL0015981793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,707,382
- Net assets (EOY)
- $7,707,382
- Net assets (BOY)
- $6,723,536
Income & contributions
- Employer contributions
- $466,731
- Participant contributions
- $879,168
- Total contributions
- $1,408,132
- Total income / additions
- $2,424,767
Expenses & distributions
- Benefits paid
- $1,369,985
- Administrative expenses
- $70,936
- Total expenses
- $1,440,921
- Net increase / (decrease)
- $983,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anchor Investment Management | RIA | $30,413 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |