Flagship Communities 401(K) Plan — Form 5500 plan (Management Fc, LLC)
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, Flagship Communities 401(K) Plan is a benefit plan reported by Management Fc, LLC under EIN 85-2697010 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $1,495,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Management Fc, LLC
- EIN
- 85-2697010
- Plan number
- 001
- Plan type
- 2
- Location
- Erlanger, KY
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $1,495,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241009130811NAL0009226083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,495,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,495,908
- Net assets (BOY)
- $815,175
Income & contributions
- Employer contributions
- $163,428
- Participant contributions
- $324,509
- Total contributions
- $488,047
- Total income / additions
- $709,731
Expenses & distributions
- Benefits paid
- $27,181
- Administrative expenses
- $1,817
- Total expenses
- $28,998
- Net increase / (decrease)
- $680,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Retirement Systems | CONTRACT ADMIN | $750 | $494 | 2023 |
| Empower Annuity Insruance Company O | RECORD KEEPER | $700 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $417 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Management Fc, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Erlanger, KY
- Creative Retirement Systems — Schedule C compensation
- Empower Annuity Insruance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation