Macc 403(B) Retirement Savings Plan — Form 5500 plan (Metropolitan Alliance Of Connected Communities)

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, Macc 403(B) Retirement Savings Plan is a benefit plan reported by Metropolitan Alliance Of Connected Communities under EIN 41-1959688 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $5,565,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metropolitan Alliance Of Connected Communities
EIN
41-1959688
Plan number
001
Plan type
3
Location
Minneapolis, MN
Latest filing year
2023
Participants
152
End-of-year plan assets
$5,565,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241015084825NAL0029054529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,565,764
Total liabilities (EOY)
$10,349
Net assets (EOY)
$5,555,415
Net assets (BOY)
$4,073,524

Income & contributions

Employer contributions
$258,652
Participant contributions
$350,991
Total contributions
$842,551
Total income / additions
$1,638,314

Expenses & distributions

Benefits paid
$119,190
Administrative expenses
$37,233
Total expenses
$156,423
Net increase / (decrease)
$1,481,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$28,378$02023
IntellicentsNONE$8,855not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$8172023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages