2023 Form 5500 filing — Bay Mills 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 20241015151936NAL0016732003001) for Bay Mills Indian Community 401(K) Plan, reported by Bay Mills Indian Community under EIN 38-1970365 and plan number 002. It reports 658 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)$10.7MReported net assets$10,663,658
Participants658
Provider compensation$33.6K2 Schedule C row(s)$33,642
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015151936NAL0016732003001
Plan sponsor
Bay Mills Indian Community
EIN
38-1970365
Plan number
002
Location
Brimley, 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)$10.7M total assets
Net assets$10.7MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$865.9K
Benefits paid / distributions$832.3K
Contributions
Employer$416.1K
Participant$737.5K
Full reported line items
Total assets (EOY)
$10,663,658
Total liabilities (EOY)
$0
Net assets (EOY)
$10,663,658
Employer contributions
$416,081
Participant contributions
$737,492
Total income / additions
$3,150,222
Benefits paid
$832,256
Administrative expenses
$33,642
Total expenses
$865,898
Net increase / (decrease)
$2,284,324

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Group, Inc.RECORDKEEPER$27,996$0
Newport Trust CompanyTRUSTEE$5,646$0

Related Form 5500 pages