Montgomery County Mh/Mr Emergency Service Retirement Plan — Form 5500 plan (Montgomery County Emergency Service)
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, Montgomery County Mh/Mr Emergency Service Retirement Plan is a benefit plan reported by Montgomery County Emergency Service under EIN 23-1894907 and plan number 003. The latest loaded filing year is 2023. The filing reports 316 participants and $12,266,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montgomery County Emergency Service
- EIN
- 23-1894907
- Plan number
- 003
- Plan type
- 2
- Location
- Norristown, PA
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $12,266,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241001095519NAL0003172627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,266,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,266,964
- Net assets (BOY)
- $9,824,345
Income & contributions
- Employer contributions
- $247,624
- Participant contributions
- $461,224
- Total contributions
- $741,199
- Total income / additions
- $3,232,418
Expenses & distributions
- Benefits paid
- $739,067
- Administrative expenses
- $12,114
- Total expenses
- $789,799
- Net increase / (decrease)
- $2,442,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $9,126 | $0 | 2023 |
| Southeastern Employee Benefit Servi | CONTRACT ADMIN | $4,182 | not reported in the loaded dataset | 2023 |