Mercy Flights Incorporated Retirement Plan And Trust — Form 5500 plan (Mercy Flights Incorporated)
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, Mercy Flights Incorporated Retirement Plan And Trust is a benefit plan reported by Mercy Flights Incorporated under EIN 93-0512235 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $8,382,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercy Flights Incorporated
- EIN
- 93-0512235
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $8,382,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241119102211NAL0001601107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,382,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,382,120
- Net assets (BOY)
- $7,031,939
Income & contributions
- Employer contributions
- $742,502
- Participant contributions
- $691,155
- Total contributions
- $1,548,434
- Total income / additions
- $2,853,670
Expenses & distributions
- Benefits paid
- $1,465,134
- Administrative expenses
- $38,355
- Total expenses
- $1,503,489
- Net increase / (decrease)
- $1,350,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $21,522 | $0 | 2023 |
| D.A. Davidson & Co. | INVESTMENT/FINANCIAL ADVI | $16,832 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |