2023 Form 5500 filing — Lac Vieux Desert Band Of Lake Superior Chippewa Indians 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 20241015183207NAL0030635025001) for Lac Vieux Desert Band Of Lake Superior Chippewa Indians 401(K) Plan, reported by Lac Vieux Desert Band Of Lake Superior Chippewa under EIN 38-2629283 and plan number 001. It reports 507 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)$6.7MReported net assets$6,680,979
Participants507
Provider compensation$26K3 Schedule C row(s)$25,977
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015183207NAL0030635025001
- Plan sponsor
- Lac Vieux Desert Band Of Lake Superior Chippewa
- EIN
- 38-2629283
- Plan number
- 001
- Location
- Watersmeet, 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)$6.7M total assets
Net assets$6.7MLiabilities$6.6K
Full reported line items
- Total assets (EOY)
- $6,687,534
- Total liabilities (EOY)
- $6,555
- Net assets (EOY)
- $6,680,979
- Employer contributions
- $621,716
- Participant contributions
- $809,371
- Total income / additions
- $2,488,916
- Benefits paid
- $443,134
- Administrative expenses
- $36,817
- Total expenses
- $479,951
- Net increase / (decrease)
- $2,008,965
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sovereign Investment Advisors | RIA | $19,564 | not reported in the loaded dataset |
| Pension Plan Specialists, Pc | TPA | $3,700 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,713 | $0 |