Great Lakes Castings, LLC Retirement Savings Plan — Form 5500 plan (Great Lakes Castings, LLC)
Plain-English plan 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, Great Lakes Castings, LLC Retirement Savings Plan is a benefit plan reported by Great Lakes Castings, LLC under EIN 30-0784324 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $11,196,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Lakes Castings, LLC
- EIN
- 30-0784324
- Plan number
- 001
- Plan type
- 2
- Location
- Ludington, MI
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $11,196,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20240927135056NAL0004396930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,196,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,196,802
- Net assets (BOY)
- $9,593,385
Income & contributions
- Employer contributions
- $179,404
- Participant contributions
- $675,343
- Total contributions
- $1,187,087
- Total income / additions
- $2,849,975
Expenses & distributions
- Benefits paid
- $1,172,262
- Administrative expenses
- $75,022
- Total expenses
- $1,246,558
- Net increase / (decrease)
- $1,603,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $53,545 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $17,967 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $125 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2,786 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Great Lakes Castings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ludington, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation