Resthaven 403(B) Retirement Plan — Form 5500 plan (Resthaven)
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, Resthaven 403(B) Retirement Plan is a benefit plan reported by Resthaven under EIN 38-1387113 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $7,539,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resthaven
- EIN
- 38-1387113
- Plan number
- 001
- Plan type
- 2
- Location
- Holland, MI
- Latest filing year
- 2023
- Participants
- 662
- End-of-year plan assets
- $7,539,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 662 | H, C | 20241011131110NAL0010947907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,539,267
- Total liabilities (EOY)
- $7,288
- Net assets (EOY)
- $7,531,979
- Net assets (BOY)
- $6,292,806
Income & contributions
- Employer contributions
- $227,533
- Participant contributions
- $580,662
- Total contributions
- $979,351
- Total income / additions
- $2,107,629
Expenses & distributions
- Benefits paid
- $771,130
- Administrative expenses
- $46,364
- Total expenses
- $868,456
- Net increase / (decrease)
- $1,239,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $37,879 | $0 | 2023 |
| Midwest Capital Advisors, LLC | NONE | $8,486 | not reported in the loaded dataset | 2023 |