Ada S. Mckinley Community Services, Inc. Retirement Income Plan — Form 5500 plan (Ada S. Mckinley Community Services, Inc.)

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, Ada S. Mckinley Community Services, Inc. Retirement Income Plan is a benefit plan reported by Ada S. Mckinley Community Services, Inc. under EIN 36-2144820 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $26,981,994 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ada S. Mckinley Community Services, Inc.
EIN
36-2144820
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
666
End-of-year plan assets
$26,981,994

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023666H, C20250411102518NAL0035852832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,981,994
Total liabilities (EOY)
$1,365,000
Net assets (EOY)
$25,616,994
Net assets (BOY)
$27,835,643

Income & contributions

Employer contributions
$675,000
Participant contributions
$0
Total contributions
$675,000
Total income / additions
$1,645,307

Expenses & distributions

Benefits paid
$2,362,382
Administrative expenses
$136,574
Total expenses
$2,498,956
Net increase / (decrease)
-$853,649

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Reliance Trust CompanyINVESTMENT ADVISOR$131,817not reported in the loaded dataset2023

Related Form 5500 pages