2023 Form 5500 filing — Three Cities Management LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240111090419NAL0015542528001) for Three Cities Management LLC Retirement Plan, reported by Three Cities Management LLC under EIN 47-5666124 and plan number 002. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240111090419NAL0015542528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Three Cities Management LLC
- EIN
- 47-5666124
- Plan number
- 002
- Location
- Newburgh, NY
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $6,657
- Benefits paid
- $460,511
- Administrative expenses
- $32,723
- Total expenses
- $493,234
- Net increase / (decrease)
- -$486,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $14,898 | $0 |
| Boon Administrative Services Inc | CONTRACT ADMIN | $12,064 | not reported in the loaded dataset |
| Bas Partners | AUDITOR | $5,500 | not reported in the loaded dataset |
| Kestra Advisory Services LLC | OTHER | $261 | not reported in the loaded dataset |