2023 Form 5500 filing — Great Lakes Management 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240417102510NAL0002807600001) for Great Lakes Management 401(K) Retirement Savings Plan, reported by Great Lakes Management under EIN 41-1614587 and plan number 001. It reports 1,070 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240417102510NAL0002807600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Lakes Management
- EIN
- 41-1614587
- Plan number
- 001
- Location
- Plymouth, MN
- Participants
- 1,070
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,430,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,430,737
- Employer contributions
- $402,901
- Participant contributions
- $893,763
- Total income / additions
- $1,916,708
- Benefits paid
- $463,151
- Administrative expenses
- $46,711
- Total expenses
- $522,342
- Net increase / (decrease)
- $1,394,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,066 | $0 |
| Adp, Inc. | RECORD KEEPER | $25,081 | $0 |
| The Hays Financial Group, LLC | INVESTMENT/FINANCIAL ADVI | $20,645 | $0 |
| The Hays Financial Group, LLC | INVESTMENT/FINANCIAL ADVI | $17,656 | $0 |