2023 Form 5500 filing — Masada Homes 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 20241014110320NAL0014808323001) for Masada Homes Retirement Plan, reported by Masada Homes under EIN 95-2479348 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110320NAL0014808323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masada Homes
- EIN
- 95-2479348
- Plan number
- 001
- Location
- Gardena, CA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,802,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,802,997
- Employer contributions
- $244,096
- Participant contributions
- $555,344
- Total income / additions
- $2,061,436
- Benefits paid
- $827,305
- Administrative expenses
- $39,026
- Total expenses
- $866,331
- Net increase / (decrease)
- $1,195,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $34,190 | $0 |
| Benefit Equity Inc. | RECORDKEEPER | $4,836 | $0 |