2023 Form 5500 filing — Flagship Communities 401(K) 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 20241009130811NAL0009226083001) for Flagship Communities 401(K) Plan, reported by Management Fc, LLC under EIN 85-2697010 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130811NAL0009226083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Management Fc, LLC
- EIN
- 85-2697010
- Plan number
- 001
- Location
- Erlanger, KY
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,495,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,495,908
- Employer contributions
- $163,428
- Participant contributions
- $324,509
- Total income / additions
- $709,731
- Benefits paid
- $27,181
- Administrative expenses
- $1,817
- Total expenses
- $28,998
- Net increase / (decrease)
- $680,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Retirement Systems | CONTRACT ADMIN | $750 | $494 |
| Empower Annuity Insruance Company O | RECORD KEEPER | $700 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $417 | not reported in the loaded dataset |