Plan5500

Southwest Michigan Land Conservancy — Form 5500 plan (Southwest Michigan Land Conservancy 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, Southwest Michigan Land Conservancy is a benefit plan reported by Southwest Michigan Land Conservancy Inc under EIN 38-3038708 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $1,448,442 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4MPlan net assets, end of year$1,448,442
Participants13Covered participants reported
Assets / participant$111.4KComputed: assets ÷ participants$111,419 (computed)
Provider compensationNone reported
Plan sponsor
Southwest Michigan Land Conservancy Inc
EIN
38-3038708
Plan number
001
Plan type
2
Location
Galesburg, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    13 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities—
Money in vs. money out
Total income / additions$306.6K
Total expenses$12.8K
Benefits paid / distributions$12K
Contributions
Employer$15.2K
Participant$24.8K
Full reported line items

Net assets

Total assets (EOY)
$1,448,442
Net assets (EOY)
$1,448,442
Net assets (BOY)
$1,154,601

Income & contributions

Employer contributions
$15,154
Participant contributions
$24,776
Total income / additions
$306,621

Expenses & distributions

Benefits paid
$12,000
Administrative expenses
$780
Total expenses
$12,780
Net increase / (decrease)
$293,841
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages