2023 Form 5500 filing — Macc 401(K) 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 20241015084609NAL0029050641001) for Macc 401(K) Retirement Plan, reported by Metropolitan Alliance Of Connected Communities under EIN 41-1959688 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,502,239
Participants194
Provider compensation$22.8K4 Schedule C row(s)$22,835
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015084609NAL0029050641001
Plan sponsor
Metropolitan Alliance Of Connected Communities
EIN
41-1959688
Plan number
002
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
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)$2.5M total assets
Net assets$2.5MLiabilities$3.3K
Money in vs. money out
Total income / additions$750.4K
Total expenses$164K
Benefits paid / distributions$139.7K
Contributions
Employer$113.4K
Participant$263.2K
Full reported line items
Total assets (EOY)
$2,505,549
Total liabilities (EOY)
$3,310
Net assets (EOY)
$2,502,239
Employer contributions
$113,432
Participant contributions
$263,220
Total income / additions
$750,437
Benefits paid
$139,731
Administrative expenses
$24,261
Total expenses
$163,992
Net increase / (decrease)
$586,445

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alerus Financial, N.A.NONE$16,978$0
IntellicentsNONE$5,320not reported in the loaded dataset
Charles Schwab Trust BankNONE$0$537
Charles Schwab & Co., Inc.NONE$0$0

Related Form 5500 pages