2023 Form 5500 filing — Pace Southeast Michigan 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917084653NAL0002542289001) for Pace Southeast Michigan 401(K) Plan, reported by Pace Southeast Michigan under EIN 90-0659735 and plan number 001. It reports 739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.2MReported net assets$15,232,750

Participants739

Provider compensation$95.7K2 Schedule C row(s)$95,723

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240917084653NAL0002542289001
Plan sponsor: Pace Southeast Michigan
EIN: 90-0659735
Plan number: 001
Location: Southfield, MI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.2M total assets

Net assets$15.2MLiabilities$0

Money in vs. money out

Total income / additions$6.1M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

Employer$1.3M

Participant$2.2M

Full reported line items

Total assets (EOY): $15,232,750
Total liabilities (EOY): $0
Net assets (EOY): $15,232,750
Employer contributions: $1,278,171
Participant contributions: $2,195,512
Total income / additions: $6,109,232
Benefits paid: $1,384,321
Administrative expenses: $95,723
Total expenses: $1,493,066
Net increase / (decrease): $4,616,166

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$95.7K
CONTRACT ADMINISTRATOR · Direct $95.7K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917084653NAL0002542289001 cover?: It is the 2023 Form 5500 filing for Pace Southeast Michigan 401(K) Plan, reported by Pace Southeast Michigan (EIN 90-0659735).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).