2023 Form 5500 filing — Marine Military Academy, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711140228NAL0010472803001) for Marine Military Academy, Inc. Retirement Plan, reported by Marine Military Academy, Inc. under EIN 74-1507957 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711140228NAL0010472803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marine Military Academy, Inc.
- EIN
- 74-1507957
- Plan number
- 001
- Location
- Harlingen, TX
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,323,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,323,690
- Employer contributions
- $266,154
- Participant contributions
- $468,534
- Total income / additions
- $2,762,771
- Benefits paid
- $2,525,852
- Administrative expenses
- $12,779
- Total expenses
- $2,538,631
- Net increase / (decrease)
- $224,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,518 | $0 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $0 | $6,318 |