Mount Airy #1, LLC Retirement Savings Plan — Form 5500 plan (Mount Airy #1, LLC)

Plain-English plan 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, Mount Airy #1, LLC Retirement Savings Plan is a benefit plan reported by Mount Airy #1, LLC under EIN 20-1454362 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,066 participants and $14,308,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mount Airy #1, LLC
EIN
20-1454362
Plan number
001
Plan type
2
Location
Mt. Pocono, PA
Latest filing year
2023
Participants
1,066
End-of-year plan assets
$14,308,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,066H, C20240911163241NAL0003776227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,308,586
Total liabilities (EOY)
$0
Net assets (EOY)
$14,308,586
Net assets (BOY)
$12,301,691

Income & contributions

Employer contributions
$341,607
Participant contributions
$1,901,634
Total contributions
$2,249,884
Total income / additions
$4,147,835

Expenses & distributions

Benefits paid
$2,012,742
Administrative expenses
$128,166
Total expenses
$2,140,940
Net increase / (decrease)
$2,006,895

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$114,090$02023
Kronick, Kalada Berdy And CoNONE$11,600not reported in the loaded dataset2023

Related Form 5500 pages