2023 Form 5500 filing — Mount Airy #1, LLC Retirement Savings 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 20240911163241NAL0003776227001) for Mount Airy #1, LLC Retirement Savings Plan, reported by Mount Airy #1, LLC under EIN 20-1454362 and plan number 001. It reports 1,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911163241NAL0003776227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mount Airy #1, LLC
- EIN
- 20-1454362
- Plan number
- 001
- Location
- Mt. Pocono, PA
- Participants
- 1,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,308,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,308,586
- Employer contributions
- $341,607
- Participant contributions
- $1,901,634
- Total income / additions
- $4,147,835
- Benefits paid
- $2,012,742
- Administrative expenses
- $128,166
- Total expenses
- $2,140,940
- Net increase / (decrease)
- $2,006,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $114,090 | $0 |
| Kronick, Kalada Berdy And Co | NONE | $11,600 | not reported in the loaded dataset |