2023 Form 5500 filing — Treetops Resort 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 20250114072449NAL0011383987001) for Treetops Resort 401(K) Plan, reported by Treetops Acquisition Company, LLC under EIN 02-0632818 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114072449NAL0011383987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Treetops Acquisition Company, LLC
- EIN
- 02-0632818
- Plan number
- 001
- Location
- Gaylord, MI
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $688,369
- Total liabilities (EOY)
- $150
- Net assets (EOY)
- $688,219
- Participant contributions
- $142,519
- Total income / additions
- $246,620
- Benefits paid
- $104,600
- Administrative expenses
- $18,577
- Total expenses
- $123,177
- Net increase / (decrease)
- $123,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $16,122 | $0 |
| Chesme Capital Management | NONE | $2,456 | $0 |