2023 Form 5500 filing — Michigan Masonic Home 403(B) 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 20241014091100NAL0013042179001) for Michigan Masonic Home 403(B) Retirement Plan, reported by Michigan Masonic Home under EIN 23-7259307 and plan number 002. It reports 690 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)$12.1MReported net assets$12,137,360
Participants690
Provider compensation$32.1K1 Schedule C row(s)$32,117
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014091100NAL0013042179001
- Plan sponsor
- Michigan Masonic Home
- EIN
- 23-7259307
- Plan number
- 002
- Location
- Alma, MI
- Received date
- not reported in the loaded dataset
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)$12.1M total assets
Net assets$12.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,137,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,137,360
- Employer contributions
- $305,217
- Participant contributions
- $1,106,173
- Total income / additions
- $3,528,101
- Benefits paid
- $1,804,543
- Administrative expenses
- $32,117
- Total expenses
- $1,836,660
- Net increase / (decrease)
- $1,691,441
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenleaf Trust | TRUSTEE | $32,117 | not reported in the loaded dataset |