2023 Form 5500 filing — Macc 403(B) 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 20241015084825NAL0029054529001) for Macc 403(B) Retirement Savings Plan, reported by Metropolitan Alliance Of Connected Communities under EIN 41-1959688 and plan number 001. It reports 152 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)$5.6MReported net assets$5,555,415
Participants152
Provider compensation$38K4 Schedule C row(s)$38,050
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015084825NAL0029054529001
- Plan sponsor
- Metropolitan Alliance Of Connected Communities
- EIN
- 41-1959688
- Plan number
- 001
- 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)$5.6M total assets
Net assets$5.6MLiabilities$10.3K
Full reported line items
- Total assets (EOY)
- $5,565,764
- Total liabilities (EOY)
- $10,349
- Net assets (EOY)
- $5,555,415
- Employer contributions
- $258,652
- Participant contributions
- $350,991
- Total income / additions
- $1,638,314
- Benefits paid
- $119,190
- Administrative expenses
- $37,233
- Total expenses
- $156,423
- Net increase / (decrease)
- $1,481,891
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $28,378 | $0 |
| Intellicents | NONE | $8,855 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $817 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |