Boyne Resorts 401(K) Retirement Plan — Form 5500 plan (Boyne Usa, Inc.)
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, Boyne Resorts 401(K) Retirement Plan is a benefit plan reported by Boyne Usa, Inc. under EIN 38-1301850 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,389 participants and $71,877,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boyne Usa, Inc.
- EIN
- 38-1301850
- Plan number
- 003
- Plan type
- 2
- Location
- Petoskey, MI
- Latest filing year
- 2023
- Participants
- 8,389
- End-of-year plan assets
- $71,877,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,389 | H, C | 20241007123806NAL0008869587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,877,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,877,057
- Net assets (BOY)
- $60,168,162
Income & contributions
- Employer contributions
- $3,026,114
- Participant contributions
- $6,023,329
- Total contributions
- $9,598,173
- Total income / additions
- $18,395,226
Expenses & distributions
- Benefits paid
- $5,962,337
- Administrative expenses
- $388,837
- Total expenses
- $6,686,331
- Net increase / (decrease)
- $11,708,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $170,362 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $140,332 | $0 | 2023 |
| Fifth Third Bank | INVESTMENT ADVISOR | $63,643 | not reported in the loaded dataset | 2023 |
| Doeren Mayhew Grand Rapids Pllc Dba | OTHER | $12,000 | not reported in the loaded dataset | 2023 |
| Beene Garter Llp | OTHER | $2,500 | not reported in the loaded dataset | 2023 |
| Schwab, Inc. | BROKERAGE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boyne Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Petoskey, MI
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Doeren Mayhew Grand Rapids Pllc Dba — Schedule C compensation
- Beene Garter Llp — Schedule C compensation
- Schwab, Inc. — Schedule C compensation