Department of Labor filing

CALVARY FELLOWSHIP HOMES, INC

CALVARY FELLOWSHIP HOMES, INC. 403(B) RETIREMENT PLAN · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Oct 1, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

47filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$772

Reported employer contributions per active participant.

Higher than about 52% of comparable plans

#People in the filing

153

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$119 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 35% of comparable plans

↗Investment performance

Not available

Plan assets changed -7.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202347out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions52nd percentileTypical peer $742 · based on 451 comparable plans

Lower reported administrative expense35th percentileTypical peer $81 · based on 482 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, CALVARY FELLOWSHIP HOMES, INC reported $118,121 in employer contributions across the plan and 153 active participants. That works out to $772 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 22.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 78.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context47/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $118,121
Participant contributions: $213,238
Other contributions: $6,915
Employer share of reported contributions: 35.6%
Beginning assets: $3,268,188
Ending assets: $3,029,379
Ending net assets: $3,029,379
Ending liabilities: $0
Total income: $753,238
Total expenses: $590,328
Administrative expenses: $29,526
Participant loans: $37,116

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$991

2023

$772

Plan-paid administrative expenses per participant

2022

$67

2023

$119

Active participants

2022

165

2023

153

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$772	153	3M	20241001074738NAL0003121251001
2022	$991	165	3.3M	20231010132349NAL0028250769001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 231606038-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1987
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2M2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
AMERICAN CENTURY INVESTMENTS	2022	Not reported	unknown
AMERICAN FUNDS	2022	Not reported	unknown
CALVERT	2022	Not reported	unknown
DELAWARE FUNDS	2022	Not reported	unknown
DWS	2022	Not reported	unknown
FIDELITY INVESTMENTS	2022	Not reported	unknown
GOLDMAN SACHS VIT FUNDS	2022	Not reported	unknown
INVESCO VI MAIN STREET	2022	Not reported	unknown
MFS	2022	Not reported	unknown
NEUBERGER BERMAN	2022	Not reported	unknown
PIMCO	2022	Not reported	unknown
T. ROWE PRICE	2022	Not reported	unknown
VANGUARD	2022	Not reported	unknown
VICTORY FUNDS	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20241001074738NAL0003121251001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗