2023 Form 5500 filing — Ada S. Mckinley Community Services, Inc. Retirement Income 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 20250411102518NAL0035852832001) for Ada S. Mckinley Community Services, Inc. Retirement Income Plan, reported by Ada S. Mckinley Community Services, Inc. under EIN 36-2144820 and plan number 001. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411102518NAL0035852832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ada S. Mckinley Community Services, Inc.
- EIN
- 36-2144820
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,981,994
- Total liabilities (EOY)
- $1,365,000
- Net assets (EOY)
- $25,616,994
- Employer contributions
- $675,000
- Participant contributions
- $0
- Total income / additions
- $1,645,307
- Benefits paid
- $2,362,382
- Administrative expenses
- $136,574
- Total expenses
- $2,498,956
- Net increase / (decrease)
- -$853,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reliance Trust Company | INVESTMENT ADVISOR | $131,817 | not reported in the loaded dataset |