Plan5500

Great Lakes Management 401(K) Retirement Savings Plan — Form 5500 plan (Great Lakes Management)

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, Great Lakes Management 401(K) Retirement Savings Plan is a benefit plan reported by Great Lakes Management under EIN 41-1614587 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,070 participants and $8,036,371 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Lakes Management
EIN
41-1614587
Plan number
001
Plan type
2
Location
Plymouth, MN
Latest filing year
2023
Participants
1,070
End-of-year plan assets
$8,036,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,070H, C20240417102510NAL0002807600001
20231,160H, C20241003054747NAL0019678146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,430,737
Total liabilities (EOY)
$0
Net assets (EOY)
$9,430,737
Net assets (BOY)
$8,036,371

Income & contributions

Employer contributions
$402,901
Participant contributions
$893,763
Total contributions
$1,357,763
Total income / additions
$1,916,708

Expenses & distributions

Benefits paid
$463,151
Administrative expenses
$46,711
Total expenses
$522,342
Net increase / (decrease)
$1,394,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$26,066$02023
Adp, Inc.RECORD KEEPER$25,081$02023
The Hays Financial Group, LLCINVESTMENT/FINANCIAL ADVI$20,645$02023
The Hays Financial Group, LLCINVESTMENT/FINANCIAL ADVI$17,656$02023

Related Form 5500 pages