2023 Form 5500 filing — Great Lakes Castings, LLC Retirement Savings 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 20240927135056NAL0004396930001) for Great Lakes Castings, LLC Retirement Savings Plan, reported by Great Lakes Castings, LLC under EIN 30-0784324 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927135056NAL0004396930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Lakes Castings, LLC
- EIN
- 30-0784324
- Plan number
- 001
- Location
- Ludington, MI
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,196,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,196,802
- Employer contributions
- $179,404
- Participant contributions
- $675,343
- Total income / additions
- $2,849,975
- Benefits paid
- $1,172,262
- Administrative expenses
- $75,022
- Total expenses
- $1,246,558
- Net increase / (decrease)
- $1,603,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $53,545 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $17,967 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $125 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2,786 | not reported in the loaded dataset |