2023 Form 5500 filing — Mt. Elliott Cemetery Association 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 20250625154703NAL0004670435001) for Mt. Elliott Cemetery Association Retirement Plan, reported by Mt. Elliott Cemetery Association under EIN 38-0856070 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250625154703NAL0004670435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mt. Elliott Cemetery Association
- EIN
- 38-0856070
- Plan number
- 001
- Location
- Clinton Twp, MI
- Participants
- 107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,868,958
- Net assets (EOY)
- $35,868,958
- Total income / additions
- $8,071,912
- Benefits paid
- $1,035,665
- Administrative expenses
- $251,520
- Total expenses
- $1,287,185
- Net increase / (decrease)
- $6,784,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comerica Bank | CUSTODIAN/TRUSTEE | $226,048 | $0 |
| Watkins Ross | ACTUARY | $15,200 | not reported in the loaded dataset |