2023 Form 5500 filing — Montgomery County Mh/Mr Emergency Service 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 20241001095519NAL0003172627001) for Montgomery County Mh/Mr Emergency Service Retirement Plan, reported by Montgomery County Emergency Service under EIN 23-1894907 and plan number 003. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001095519NAL0003172627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montgomery County Emergency Service
- EIN
- 23-1894907
- Plan number
- 003
- Location
- Norristown, PA
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,266,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,266,964
- Employer contributions
- $247,624
- Participant contributions
- $461,224
- Total income / additions
- $3,232,418
- Benefits paid
- $739,067
- Administrative expenses
- $12,114
- Total expenses
- $789,799
- Net increase / (decrease)
- $2,442,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $9,126 | $0 |
| Southeastern Employee Benefit Servi | CONTRACT ADMIN | $4,182 | not reported in the loaded dataset |