Plan5500

Three Cities Management LLC Retirement Plan — Form 5500 plan (Three Cities Management 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, Three Cities Management LLC Retirement Plan is a benefit plan reported by Three Cities Management LLC under EIN 47-5666124 and plan number 002. The latest loaded filing year is 2023. The filing reports 256 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Three Cities Management LLC
EIN
47-5666124
Plan number
002
Plan type
2
Location
Newburgh, NY
Latest filing year
2023
Participants
256
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20240111090419NAL0015542528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$486,577

Income & contributions

Total contributions
$0
Total income / additions
$6,657

Expenses & distributions

Benefits paid
$460,511
Administrative expenses
$32,723
Total expenses
$493,234
Net increase / (decrease)
-$486,577

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Insurance CoRECORDKEEPER$14,898$02023
Boon Administrative Services IncCONTRACT ADMIN$12,064not reported in the loaded dataset2023
Bas PartnersAUDITOR$5,500not reported in the loaded dataset2023
Kestra Advisory Services LLCOTHER$261not reported in the loaded dataset2023

Related Form 5500 pages