Plan5500

Mt. Elliott Cemetery Association Retirement Plan — Form 5500 plan (Mt. Elliott Cemetery Association)

Plain-English plan 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, Mt. Elliott Cemetery Association Retirement Plan is a benefit plan reported by Mt. Elliott Cemetery Association under EIN 38-0856070 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $35,868,958 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mt. Elliott Cemetery Association
EIN
38-0856070
Plan number
001
Plan type
2
Location
Clinton Twp, MI
Latest filing year
2023
Participants
107
End-of-year plan assets
$35,868,958

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023107H, C20250625154703NAL0004670435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,868,958
Net assets (EOY)
$35,868,958
Net assets (BOY)
$29,084,231

Income & contributions

Total income / additions
$8,071,912

Expenses & distributions

Benefits paid
$1,035,665
Administrative expenses
$251,520
Total expenses
$1,287,185
Net increase / (decrease)
$6,784,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comerica BankCUSTODIAN/TRUSTEE$226,048$02023
Watkins RossACTUARY$15,200not reported in the loaded dataset2023

Related Form 5500 pages