Indian Summer Co-Op, Inc. 401k Profit Sharing Plan & Trust — Form 5500 plan (Indian Summer Co-Op, 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, Indian Summer Co-Op, Inc. 401k Profit Sharing Plan & Trust is a benefit plan reported by Indian Summer Co-Op, Inc. under EIN 38-2010989 and plan number 001. The latest loaded filing year is 2023. The filing reports 498 participants and $3,210,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indian Summer Co-Op, Inc.
EIN
38-2010989
Plan number
001
Plan type
2
Location
Ludington, MI
Latest filing year
2023
Participants
498
End-of-year plan assets
$3,210,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023498H, C20240730111338NAL0013314131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,210,204
Total liabilities (EOY)
$0
Net assets (EOY)
$3,210,204
Net assets (BOY)
$2,776,084

Income & contributions

Employer contributions
$337,525
Participant contributions
$171,330
Total contributions
$508,855
Total income / additions
$838,941

Expenses & distributions

Benefits paid
$403,271
Administrative expenses
$1,550
Total expenses
$404,821
Net increase / (decrease)
$434,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$1,550$02023

Related Form 5500 pages