Retirement Income Security Plan-Mc Residential Communities, LLC — Form 5500 plan (Mc Residential Communities, 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, Retirement Income Security Plan-Mc Residential Communities, LLC is a benefit plan reported by Mc Residential Communities, LLC under EIN 86-1034896 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $3,267,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mc Residential Communities, LLC
- EIN
- 86-1034896
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $3,267,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241014172552NAL0013684227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,267,855
- Net assets (EOY)
- $3,267,855
- Net assets (BOY)
- $2,681,177
Income & contributions
- Employer contributions
- $257,124
- Participant contributions
- $413,344
- Total contributions
- $701,788
- Total income / additions
- $1,147,570
Expenses & distributions
- Benefits paid
- $546,276
- Administrative expenses
- $14,616
- Total expenses
- $560,892
- Net increase / (decrease)
- $586,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthequity Retirement Services, L | NONE | $7,358 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $6,028 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $642 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mc Residential Communities, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Healthequity Retirement Services, L — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation