Caravan Facilities Management Non Union 401(K) Plan — Form 5500 plan (Caravan Facilities Management L.L.C)
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, Caravan Facilities Management Non Union 401(K) Plan is a benefit plan reported by Caravan Facilities Management L.L.C under EIN 38-3376680 and plan number 001. The latest loaded filing year is 2023. The filing reports 610 participants and $4,121,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caravan Facilities Management L.L.C
- EIN
- 38-3376680
- Plan number
- 001
- Plan type
- 2
- Location
- Saginaw, MI
- Latest filing year
- 2023
- Participants
- 610
- End-of-year plan assets
- $4,121,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 610 | H, C | 20241015071350NAL0046886160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,121,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,121,419
- Net assets (BOY)
- $3,458,305
Income & contributions
- Employer contributions
- $89,769
- Participant contributions
- $540,299
- Total contributions
- $630,068
- Total income / additions
- $1,247,404
Expenses & distributions
- Benefits paid
- $536,850
- Administrative expenses
- $50,440
- Total expenses
- $600,112
- Net increase / (decrease)
- $647,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great Lakes Pension Associates | THIRD PARTY ADMINISTRATOR | $32,640 | $0 | 2023 |
| Captial Group Retirement Plan Servi | RECORDKEEPER | $17,800 | $0 | 2023 |
| Captial Bank And Trust Company | TRUSTEE/CUSTO DIAN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caravan Facilities Management L.L.C
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Saginaw, MI
- Great Lakes Pension Associates — Schedule C compensation
- Captial Group Retirement Plan Servi — Schedule C compensation
- Captial Bank And Trust Company — Schedule C compensation