2023 Form 5500 filing — Recreation Centers Of Sun City West, 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 20240715173134NAL0001108051001) for Recreation Centers Of Sun City West, Inc. Retirement Plan, reported by Recreation Centers Of Sun City West Inc. under EIN 86-0374506 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.4MReported net assets$12,438,179
Participants208
Provider compensation$111.3K5 Schedule C row(s)$111,253
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240715173134NAL0001108051001
- Plan sponsor
- Recreation Centers Of Sun City West Inc.
- EIN
- 86-0374506
- Plan number
- 001
- Location
- Sun City West, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,438,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,438,179
- Employer contributions
- $472,015
- Participant contributions
- $648,993
- Total income / additions
- $2,770,137
- Benefits paid
- $1,196,698
- Administrative expenses
- $64,967
- Total expenses
- $1,261,665
- Net increase / (decrease)
- $1,508,472
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,153 | $0 |
| Planmember Securities Corporation | INVESTMENT ADVISORY | $0 | $22,796 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $19,916 |
| Matthews, Gold, Kennedy & Snow Inc | OTHER SERVICES | $0 | $4,388 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |