2023 Form 5500 filing — Michigan Pallet, Inc. 401(K) 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 20241011100458NAL0012351651001) for Michigan Pallet, Inc. 401(K) Plan, reported by Michigan Pallet, Inc. under EIN 38-2904761 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100458NAL0012351651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michigan Pallet, Inc.
- EIN
- 38-2904761
- Plan number
- 001
- Location
- Saint Charles, MI
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,060,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,060,668
- Employer contributions
- $82,721
- Participant contributions
- $370,255
- Total income / additions
- $1,500,112
- Benefits paid
- $204,858
- Administrative expenses
- $48,772
- Total expenses
- $253,630
- Net increase / (decrease)
- $1,246,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers Inc | INVESTMENT ADVISOR | $20,776 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,879 | $0 |
| Monroe Sweeris & Tromp Plc | CONTRACT ADMIN | $9,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $617 | not reported in the loaded dataset |