Plan5500

Mary'S Center 403(B) Retirement Plan — Form 5500 plan (Mary'S Center For Maternal And Child Care 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, Mary'S Center 403(B) Retirement Plan is a benefit plan reported by Mary'S Center For Maternal And Child Care Inc. under EIN 52-1594116 and plan number 005. The latest loaded filing year is 2023. The filing reports 991 participants and $25,215,931 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mary'S Center For Maternal And Child Care Inc.
EIN
52-1594116
Plan number
005
Plan type
2
Location
Washingtion, DC
Latest filing year
2023
Participants
991
End-of-year plan assets
$25,215,931

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023991H, C20241015080356NAL0014222179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,215,931
Total liabilities (EOY)
$0
Net assets (EOY)
$25,215,931
Net assets (BOY)
$20,591,839

Income & contributions

Employer contributions
$814,239
Participant contributions
$3,181,246
Total contributions
$4,156,992
Total income / additions
$7,138,744

Expenses & distributions

Benefits paid
$2,379,158
Administrative expenses
$130,086
Total expenses
$2,514,652
Net increase / (decrease)
$4,624,092

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$124,281$02023
Kestra Investment Services LLCOTHER SERVICES$0$33,1812023
Truist Advisory Services IncINVESTMENT ADVISORY$5,805not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages