2023 Form 5500 filing — Kalamazoo County Sheriff'S Deputies Association Money Purchase Pension 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 20241015101517NAL0047322880001) for Kalamazoo County Sheriff'S Deputies Association Money Purchase Pension Plan, reported by Kalamazoo County Sheriff'S Deputies Association under EIN 38-6037446 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101517NAL0047322880001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Kalamazoo County Sheriff'S Deputies Association
- EIN
- 38-6037446
- Plan number
- 001
- Location
- Kalamazoo, MI
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,739,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,739,529
- Employer contributions
- $2,106,885
- Total income / additions
- $9,119,312
- Benefits paid
- $3,203,367
- Administrative expenses
- $33,555
- Total expenses
- $3,236,922
- Net increase / (decrease)
- $5,882,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities Inc | RIA | $91,186 | not reported in the loaded dataset |
| John Hancock Life Ins Co | RECORDKEEPING | $3,870 | not reported in the loaded dataset |