2023 Form 5500 filing — 403(B) Thrift Plan Of Senior Resources Of West Michigan
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 20240724082607NAL0021242112001) for 403(B) Thrift Plan Of Senior Resources Of West Michigan, reported by Senior Resources Of West Michigan under EIN 38-2048765 and plan number 002. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.4MReported net assets$7,418,068
Participants146
Provider compensation$3281 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240724082607NAL0021242112001
- Plan sponsor
- Senior Resources Of West Michigan
- EIN
- 38-2048765
- Plan number
- 002
- Location
- Norton Shores, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,418,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,418,068
- Employer contributions
- $261,251
- Participant contributions
- $398,920
- Total income / additions
- $1,698,021
- Benefits paid
- $327,195
- Administrative expenses
- $400
- Total expenses
- $327,595
- Net increase / (decrease)
- $1,370,426
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $328 | $0 |