2023 Form 5500 filing — Frankenmuth Bavarian Inn, Inc. Employees' 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 20241014110041NAL0053214898001) for Frankenmuth Bavarian Inn, Inc. Employees' Retirement Plan, reported by Frankenmuth Bavarian Inn, Inc. under EIN 38-2339125 and plan number 002. It reports 558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110041NAL0053214898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frankenmuth Bavarian Inn, Inc.
- EIN
- 38-2339125
- Plan number
- 002
- Location
- Frankenmuth, MI
- Participants
- 558
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,074,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,074,213
- Employer contributions
- $134,430
- Participant contributions
- $700,982
- Total income / additions
- $2,215,063
- Benefits paid
- $778,915
- Administrative expenses
- $60,500
- Total expenses
- $839,415
- Net increase / (decrease)
- $1,375,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Services,Inc. | NONE | $41,614 | $0 |
| Rehmann Capital Advisory Group, LLC | NONE | $18,886 | not reported in the loaded dataset |