2023 Form 5500 filing — Melwood Service Contract Act 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 20250423160011NAL0009056560001) for Melwood Service Contract Act Retirement Plan, reported by Melwood Horticultural Training Center under EIN 52-0857690 and plan number 002. It reports 1,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250423160011NAL0009056560001
Filing year
2023
Form type
2
Plan sponsor
Melwood Horticultural Training Center
EIN
52-0857690
Plan number
002
Location
Upper Marlboro, MD
Participants
1,261
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,021,205
Net assets (EOY)
$31,021,205
Employer contributions
$855,747
Participant contributions
$504,937
Total income / additions
$5,765,179
Benefits paid
$2,300,043
Administrative expenses
$132,975
Total expenses
$2,434,779
Net increase / (decrease)
$3,330,400
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$104,249$0
Gallagher Fiduciary Advisors LLCINVESTMENT ADVISORY$28,728not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages