2023 Form 5500 filing — Masonic Charity Foundation Retirement Income 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 20241015092959NAL0014313155001) for Masonic Charity Foundation Retirement Income Plan, reported by Masonic Village At Burlington under EIN 21-0634536 and plan number 001. It reports 616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092959NAL0014313155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masonic Village At Burlington
- EIN
- 21-0634536
- Plan number
- 001
- Location
- Burlington, NJ
- Participants
- 616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,162,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,162,246
- Total income / additions
- $288,295
- Benefits paid
- $1,324,989
- Administrative expenses
- $153,440
- Total expenses
- $1,478,429
- Net increase / (decrease)
- -$1,190,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,739 | $0 |