2023 Form 5500 filing — Michael Dunn Center 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 20241009114328NAL0019107505001) for Michael Dunn Center Retirement Plan, reported by Michael Dunn Center under EIN 62-0851179 and plan number 002. It reports 373 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)$2.7MReported net assets$2,707,338
Participants373
Provider compensation$21.2K4 Schedule C row(s)$21,238
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009114328NAL0019107505001
Plan sponsor
Michael Dunn Center
EIN
62-0851179
Plan number
002
Location
Kingston, TN
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$589.3K
Total expenses$76.8K
Benefits paid / distributions$55.6K
Contributions
Employer$89.9K
Participant$160.9K
Full reported line items
Total assets (EOY)
$2,707,338
Total liabilities (EOY)
$0
Net assets (EOY)
$2,707,338
Employer contributions
$89,852
Participant contributions
$160,878
Total income / additions
$589,316
Benefits paid
$55,622
Administrative expenses
$21,222
Total expenses
$76,844
Net increase / (decrease)
$512,472
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $9.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $9.3K
  3. 3
    INVESTMENT MANAGEMENT · Direct $1.7K
  4. 4
    CONTRACT ADMIN · Direct $550 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009114328NAL0019107505001 cover?
It is the 2023 Form 5500 filing for Michael Dunn Center Retirement Plan, reported by Michael Dunn Center (EIN 62-0851179).
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