2023 Form 5500 filing — Caravan Facilities Management Union 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 20241015071522NAL0027752961001) for Caravan Facilities Management Union 401(K) Plan, reported by Caravan Facilities Management L.L.C under EIN 38-3376680 and plan number 002. It reports 842 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)$5.5MReported net assets$5,455,435
Participants842
Provider compensation$40.5K3 Schedule C row(s)$40,489
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015071522NAL0027752961001
- Plan sponsor
- Caravan Facilities Management L.L.C
- EIN
- 38-3376680
- Plan number
- 002
- Location
- Saginaw, 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)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,455,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,455,435
- Employer contributions
- $176,287
- Participant contributions
- $477,044
- Total income / additions
- $1,424,067
- Benefits paid
- $888,735
- Administrative expenses
- $40,489
- Total expenses
- $932,597
- Net increase / (decrease)
- $491,470
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great Lakes Pension Associate, Inc. | THIRD PARTY ADMINISTRATO | $26,228 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $14,261 | $0 |
| Capital Bank And Trust Company | TRUSTEE/CUSTO DIAN | not reported in the loaded dataset | not reported in the loaded dataset |