2023 Form 5500 filing — Caravan Facilities Management Non Union 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 20241015071350NAL0046886160001) for Caravan Facilities Management Non Union 401(K) Plan, reported by Caravan Facilities Management L.L.C under EIN 38-3376680 and plan number 001. It reports 610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071350NAL0046886160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caravan Facilities Management L.L.C
- EIN
- 38-3376680
- Plan number
- 001
- Location
- Saginaw, MI
- Participants
- 610
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,121,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,121,419
- Employer contributions
- $89,769
- Participant contributions
- $540,299
- Total income / additions
- $1,247,404
- Benefits paid
- $536,850
- Administrative expenses
- $50,440
- Total expenses
- $600,112
- Net increase / (decrease)
- $647,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great Lakes Pension Associates | THIRD PARTY ADMINISTRATOR | $32,640 | $0 |
| Captial Group Retirement Plan Servi | RECORDKEEPER | $17,800 | $0 |
| Captial Bank And Trust Company | TRUSTEE/CUSTO DIAN | not reported in the loaded dataset | not reported in the loaded dataset |