2023 Form 5500 filing — Mary'S Center 403(B) 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 20241015080356NAL0014222179001) for Mary'S Center 403(B) Retirement Plan, reported by Mary'S Center For Maternal And Child Care Inc. under EIN 52-1594116 and plan number 005. It reports 991 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080356NAL0014222179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mary'S Center For Maternal And Child Care Inc.
- EIN
- 52-1594116
- Plan number
- 005
- Location
- Washingtion, DC
- Participants
- 991
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,215,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,215,931
- Employer contributions
- $814,239
- Participant contributions
- $3,181,246
- Total income / additions
- $7,138,744
- Benefits paid
- $2,379,158
- Administrative expenses
- $130,086
- Total expenses
- $2,514,652
- Net increase / (decrease)
- $4,624,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,281 | $0 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $33,181 |
| Truist Advisory Services Inc | INVESTMENT ADVISORY | $5,805 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |