Metropolitan Development Council 403(B) Plan — Form 5500 plan (Metropolitan Development Council)
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, Metropolitan Development Council 403(B) Plan is a benefit plan reported by Metropolitan Development Council under EIN 91-0780533 and plan number 004. The latest loaded filing year is 2023. The filing reports 567 participants and $6,031,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metropolitan Development Council
- EIN
- 91-0780533
- Plan number
- 004
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $6,031,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20240927110221NAL0001188979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,031,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,031,745
- Net assets (BOY)
- $5,578,921
Income & contributions
- Employer contributions
- $386,959
- Participant contributions
- $230,536
- Total contributions
- $617,495
- Total income / additions
- $1,262,886
Expenses & distributions
- Benefits paid
- $733,053
- Administrative expenses
- $72,062
- Total expenses
- $810,062
- Net increase / (decrease)
- $452,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.A. Davidson | AGENT | $37,616 | not reported in the loaded dataset | 2023 |
| Aspire Finanical | RECORDKEEPER INVEST. CO. | $22,071 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services | TPA | $12,315 | not reported in the loaded dataset | 2023 |
| Reliastar Life Insurance Company, | SERVICE PROVIDER | $0 | $7,511 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metropolitan Development Council
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- D.A. Davidson — Schedule C compensation
- Aspire Finanical — Schedule C compensation
- Professional Benefit Services — Schedule C compensation
- Reliastar Life Insurance Company, — Schedule C compensation