2023 Form 5500 filing — Mecklenburg Electric Cooperative Retiree Welfare Benefit 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 20240718153756NAL0006085201001) for Mecklenburg Electric Cooperative Retiree Welfare Benefit Plan, reported by Mecklenburg Electric Cooperative under EIN 54-0299805 and plan number 526. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.8MReported net assets$13,766,943
Participants55
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240718153756NAL0006085201001
Plan sponsor
Mecklenburg Electric Cooperative
EIN
54-0299805
Plan number
526
Location
Chase City, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$314.1K
Benefits paid / distributions$314.1K
Contributions
Employer$543.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$13,766,943
Net assets (EOY)
$13,766,943
Employer contributions
$543,864
Total income / additions
$1,939,375
Benefits paid
$314,063
Total expenses
$314,063
Net increase / (decrease)
$1,625,312

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718153756NAL0006085201001 cover?
It is the 2023 Form 5500 filing for Mecklenburg Electric Cooperative Retiree Welfare Benefit Plan, reported by Mecklenburg Electric Cooperative (EIN 54-0299805).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages