2023 Form 5500 filing — Retirement Income Security Plan-Mc Residential Communities, LLC
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 20241014172552NAL0013684227001) for Retirement Income Security Plan-Mc Residential Communities, LLC, reported by Mc Residential Communities, LLC under EIN 86-1034896 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172552NAL0013684227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mc Residential Communities, LLC
- EIN
- 86-1034896
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,267,855
- Net assets (EOY)
- $3,267,855
- Employer contributions
- $257,124
- Participant contributions
- $413,344
- Total income / additions
- $1,147,570
- Benefits paid
- $546,276
- Administrative expenses
- $14,616
- Total expenses
- $560,892
- Net increase / (decrease)
- $586,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthequity Retirement Services, L | NONE | $7,358 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $6,028 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $642 | $0 |