2023 Form 5500 filing — Keweenaw Bay Indian Community 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 20241015083835NAL0055222754001) for Keweenaw Bay Indian Community 401(K) Plan, reported by Keweenaw Bay Indian Community under EIN 38-1743340 and plan number 003. It reports 787 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)$29.3MReported net assets$29,349,609
Participants787
Provider compensation$204.7K4 Schedule C row(s)$204,743
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015083835NAL0055222754001
Plan sponsor
Keweenaw Bay Indian Community
EIN
38-1743340
Plan number
003
Location
Baraga, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$29.3M total assets
Net assets$29.3MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$1M
Participant$1.2M
Full reported line items
Total assets (EOY)
$29,349,609
Total liabilities (EOY)
$0
Net assets (EOY)
$29,349,609
Employer contributions
$1,020,178
Participant contributions
$1,205,739
Total income / additions
$6,448,716
Benefits paid
$1,680,394
Administrative expenses
$137,258
Total expenses
$1,816,958
Net increase / (decrease)
$4,631,758
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $124.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $64.5K
  3. 3
    AUDITOR · Direct $14K
  4. 4
    INVESTMENT MGMT · Direct $1.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015083835NAL0055222754001 cover?
It is the 2023 Form 5500 filing for Keweenaw Bay Indian Community 401(K) Plan, reported by Keweenaw Bay Indian Community (EIN 38-1743340).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages