2023 Form 5500 filing — Masonic Homes Of Kentucky, Inc. Retirement Savings 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 20241001125953NAL0007080337001) for Masonic Homes Of Kentucky, Inc. Retirement Savings Plan, reported by Masonic Homes Of Kentucky, Inc. under EIN 61-0458374 and plan number 002. It reports 2,021 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)$10.6MReported net assets$10,624,411
Participants2K2,021
Provider compensation$29.6K3 Schedule C row(s)$29,642
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001125953NAL0007080337001
Plan sponsor
Masonic Homes Of Kentucky, Inc.
EIN
61-0458374
Plan number
002
Location
Masonic Home, KY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$398.4K
Participant$796.1K
Full reported line items
Total assets (EOY)
$10,624,411
Total liabilities (EOY)
$0
Net assets (EOY)
$10,624,411
Employer contributions
$398,414
Participant contributions
$796,119
Total income / additions
$2,608,164
Benefits paid
$1,570,120
Administrative expenses
$6,809
Total expenses
$1,578,672
Net increase / (decrease)
$1,029,492
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISER · Direct $0 · Indirect $22.8K
  2. 2
    RECORDKEEPER · Direct $6.8K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $7

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001125953NAL0007080337001 cover?
It is the 2023 Form 5500 filing for Masonic Homes Of Kentucky, Inc. Retirement Savings Plan, reported by Masonic Homes Of Kentucky, Inc. (EIN 61-0458374).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages