Recreation Centers Of Sun City West, Inc. Retirement Plan — Form 5500 plan (Recreation Centers Of Sun City West Inc.)
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, Recreation Centers Of Sun City West, Inc. Retirement Plan is a benefit plan reported by Recreation Centers Of Sun City West Inc. under EIN 86-0374506 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $12,438,179 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.4MPlan net assets, end of year$12,438,179
Participants208Covered participants reported
Assets / participant$59.8KComputed: assets ÷ participants$59,799 (computed)
Provider compensation$111.3K5 Schedule C provider row(s)$111,253
- Plan sponsor
- Recreation Centers Of Sun City West Inc.
- EIN
- 86-0374506
- Plan number
- 001
- Plan type
- 2
- Location
- Sun City West, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20240715173134NAL0001108051001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,438,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,438,179
- Net assets (BOY)
- $10,929,707
Income & contributions
- Employer contributions
- $472,015
- Participant contributions
- $648,993
- Total contributions
- $1,133,963
- Total income / additions
- $2,770,137
Expenses & distributions
- Benefits paid
- $1,196,698
- Administrative expenses
- $64,967
- Total expenses
- $1,261,665
- Net increase / (decrease)
- $1,508,472
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,153 | $0 | 2023 |
| Planmember Securities Corporation | INVESTMENT ADVISORY | $0 | $22,796 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $19,916 | 2023 |
| Matthews, Gold, Kennedy & Snow Inc | OTHER SERVICES | $0 | $4,388 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Recreation Centers Of Sun City West Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Sun City West, AZ
- Principal Life Insurance Company — Schedule C compensation
- Planmember Securities Corporation — Schedule C compensation
- Lpl Financial LLC - Rpcp — Schedule C compensation
- Matthews, Gold, Kennedy & Snow Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation