Keweenaw Bay Indian Community 401(K) Plan — Form 5500 plan (Keweenaw Bay Indian Community)
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, Keweenaw Bay Indian Community 401(K) Plan is a benefit plan reported by Keweenaw Bay Indian Community under EIN 38-1743340 and plan number 003. The latest loaded filing year is 2023. The filing reports 787 participants and $29,349,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keweenaw Bay Indian Community
- EIN
- 38-1743340
- Plan number
- 003
- Plan type
- 2
- Location
- Baraga, MI
- Latest filing year
- 2023
- Participants
- 787
- End-of-year plan assets
- $29,349,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 787 | H, C | 20241015083835NAL0055222754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,349,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,349,609
- Net assets (BOY)
- $24,717,851
Income & contributions
- Employer contributions
- $1,020,178
- Participant contributions
- $1,205,739
- Total contributions
- $3,371,420
- Total income / additions
- $6,448,716
Expenses & distributions
- Benefits paid
- $1,680,394
- Administrative expenses
- $137,258
- Total expenses
- $1,816,958
- Net increase / (decrease)
- $4,631,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $124,459 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $64,479 | not reported in the loaded dataset | 2023 |
| Mrpr Group Pc | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,805 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keweenaw Bay Indian Community
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Baraga, MI
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Mrpr Group Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation