2023 Form 5500 filing — Macomb-Oakland Regional Center 403(B) 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 20241009114824NAL0009162499006) for Macomb-Oakland Regional Center 403(B) Plan, reported by Macomb-Oakland Regional Center, Inc. under EIN 38-3273888 and plan number 001. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009114824NAL0009162499006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macomb-Oakland Regional Center, Inc.
- EIN
- 38-3273888
- Plan number
- 001
- Location
- Clinton Township, MI
- Participants
- 502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,463,822
- Net assets (EOY)
- $8,463,822
- Employer contributions
- $3,280
- Participant contributions
- $631,033
- Total income / additions
- $2,720,698
- Benefits paid
- $11,962,312
- Administrative expenses
- $67,424
- Total expenses
- $12,034,670
- Net increase / (decrease)
- -$9,313,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $67,014 | $0 |