2023 Form 5500 filing — Boyne Resorts 401(K) Retirement 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 20241007123806NAL0008869587001) for Boyne Resorts 401(K) Retirement Plan, reported by Boyne Usa, Inc. under EIN 38-1301850 and plan number 003. It reports 8,389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007123806NAL0008869587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boyne Usa, Inc.
- EIN
- 38-1301850
- Plan number
- 003
- Location
- Petoskey, MI
- Participants
- 8,389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,877,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,877,057
- Employer contributions
- $3,026,114
- Participant contributions
- $6,023,329
- Total income / additions
- $18,395,226
- Benefits paid
- $5,962,337
- Administrative expenses
- $388,837
- Total expenses
- $6,686,331
- Net increase / (decrease)
- $11,708,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $170,362 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $140,332 | $0 |
| Fifth Third Bank | INVESTMENT ADVISOR | $63,643 | not reported in the loaded dataset |
| Doeren Mayhew Grand Rapids Pllc Dba | OTHER | $12,000 | not reported in the loaded dataset |
| Beene Garter Llp | OTHER | $2,500 | not reported in the loaded dataset |
| Schwab, Inc. | BROKERAGE | $0 | $0 |