Indian Trails, Inc. 401(K) Plan — Form 5500 plan (Indian Trails, Inc.)

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, Indian Trails, Inc. 401(K) Plan is a benefit plan reported by Indian Trails, Inc. under EIN 38-0901140 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $5,540,198 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indian Trails, Inc.
EIN
38-0901140
Plan number
001
Plan type
2
Location
Owosso, MI
Latest filing year
2023
Participants
142
End-of-year plan assets
$5,540,198

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240830110716NAL0014437889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,540,198
Total liabilities (EOY)
$0
Net assets (EOY)
$5,540,198
Net assets (BOY)
$5,098,304

Income & contributions

Employer contributions
$115,857
Participant contributions
$346,291
Total contributions
$474,589
Total income / additions
$1,221,561

Expenses & distributions

Benefits paid
$772,960
Administrative expenses
$5,989
Total expenses
$779,667
Net increase / (decrease)
$441,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$5,989$02023

Related Form 5500 pages