Recreation Centers Of Sun City West, Inc. Retirement Plan — Form 5500 plan (Recreation Centers Of Sun City West 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, Recreation Centers Of Sun City West, Inc. Retirement Plan is a benefit plan reported by Recreation Centers Of Sun City West Inc. under EIN 86-0374506 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $12,438,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Recreation Centers Of Sun City West Inc.
- EIN
- 86-0374506
- Plan number
- 001
- Plan type
- 2
- Location
- Sun City West, AZ
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $12,438,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20240715173134NAL0001108051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,438,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,438,179
- Net assets (BOY)
- $10,929,707
Income & contributions
- Employer contributions
- $472,015
- Participant contributions
- $648,993
- Total contributions
- $1,133,963
- Total income / additions
- $2,770,137
Expenses & distributions
- Benefits paid
- $1,196,698
- Administrative expenses
- $64,967
- Total expenses
- $1,261,665
- Net increase / (decrease)
- $1,508,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,153 | $0 | 2023 |
| Planmember Securities Corporation | INVESTMENT ADVISORY | $0 | $22,796 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $19,916 | 2023 |
| Matthews, Gold, Kennedy & Snow Inc | OTHER SERVICES | $0 | $4,388 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Recreation Centers Of Sun City West Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Sun City West, AZ
- Principal Life Insurance Company — Schedule C compensation
- Planmember Securities Corporation — Schedule C compensation
- Lpl Financial LLC - Rpcp — Schedule C compensation
- Matthews, Gold, Kennedy & Snow Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation