Marine Military Academy, Inc. Retirement Plan — Form 5500 plan (Marine Military Academy, 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, Marine Military Academy, Inc. Retirement Plan is a benefit plan reported by Marine Military Academy, Inc. under EIN 74-1507957 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $12,323,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marine Military Academy, Inc.
EIN
74-1507957
Plan number
001
Plan type
2
Location
Harlingen, TX
Latest filing year
2023
Participants
184
End-of-year plan assets
$12,323,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240711140228NAL0010472803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,323,690
Total liabilities (EOY)
$0
Net assets (EOY)
$12,323,690
Net assets (BOY)
$12,099,550

Income & contributions

Employer contributions
$266,154
Participant contributions
$468,534
Total contributions
$753,373
Total income / additions
$2,762,771

Expenses & distributions

Benefits paid
$2,525,852
Administrative expenses
$12,779
Total expenses
$2,538,631
Net increase / (decrease)
$224,140

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$11,518$02023
Pensionmark Financial Group, LLCINVESTMENT ADVISORY$0$6,3182023

Related Form 5500 pages