2023 Form 5500 filing — Mrci 403(B) 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 20240930084407NAL0005336337001) for Mrci 403(B) Plan, reported by Mankato Rehabilitation Center, Inc. under EIN 41-0736870 and plan number 002. It reports 1,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930084407NAL0005336337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mankato Rehabilitation Center, Inc.
- EIN
- 41-0736870
- Plan number
- 002
- Location
- Mankato, MN
- Participants
- 1,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,179,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,179,903
- Employer contributions
- $386,475
- Participant contributions
- $533,846
- Total income / additions
- $2,424,607
- Benefits paid
- $1,016,113
- Administrative expenses
- $50,680
- Total expenses
- $1,065,988
- Net increase / (decrease)
- $1,358,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $26,643 | $0 |
| Capital Management Associates Inc | INVESTMENT ADVISOR | $24,037 | not reported in the loaded dataset |