Michigan Masonic Home 403(B) Retirement Plan — Form 5500 plan (Michigan Masonic Home)
Plain-English plan 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, Michigan Masonic Home 403(B) Retirement Plan is a benefit plan reported by Michigan Masonic Home under EIN 23-7259307 and plan number 002. The latest loaded filing year is 2023. The filing reports 690 participants and $12,137,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michigan Masonic Home
- EIN
- 23-7259307
- Plan number
- 002
- Plan type
- 2
- Location
- Alma, MI
- Latest filing year
- 2023
- Participants
- 690
- End-of-year plan assets
- $12,137,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 690 | H, C | 20241014091100NAL0013042179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,137,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,137,360
- Net assets (BOY)
- $10,445,919
Income & contributions
- Employer contributions
- $305,217
- Participant contributions
- $1,106,173
- Total contributions
- $1,522,401
- Total income / additions
- $3,528,101
Expenses & distributions
- Benefits paid
- $1,804,543
- Administrative expenses
- $32,117
- Total expenses
- $1,836,660
- Net increase / (decrease)
- $1,691,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greenleaf Trust | TRUSTEE | $32,117 | not reported in the loaded dataset | 2023 |