Frankenmuth Bavarian Inn, Inc. Employees' Retirement Plan — Form 5500 plan (Frankenmuth Bavarian Inn, 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, Frankenmuth Bavarian Inn, Inc. Employees' Retirement Plan is a benefit plan reported by Frankenmuth Bavarian Inn, Inc. under EIN 38-2339125 and plan number 002. The latest loaded filing year is 2023. The filing reports 558 participants and $10,074,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frankenmuth Bavarian Inn, Inc.
EIN
38-2339125
Plan number
002
Plan type
2
Location
Frankenmuth, MI
Latest filing year
2023
Participants
558
End-of-year plan assets
$10,074,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023558H, C20241014110041NAL0053214898001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,074,213
Total liabilities (EOY)
$0
Net assets (EOY)
$10,074,213
Net assets (BOY)
$8,698,565

Income & contributions

Employer contributions
$134,430
Participant contributions
$700,982
Total contributions
$835,412
Total income / additions
$2,215,063

Expenses & distributions

Benefits paid
$778,915
Administrative expenses
$60,500
Total expenses
$839,415
Net increase / (decrease)
$1,375,648

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plan Admin Services,Inc.NONE$41,614$02023
Rehmann Capital Advisory Group, LLCNONE$18,886not reported in the loaded dataset2023

Related Form 5500 pages