Little River Band Of Ottawa Indians 401k Profit Sharing Plan & Trust — Form 5500 plan (Little River Band Of Ottawa Indians)

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, Little River Band Of Ottawa Indians 401k Profit Sharing Plan & Trust is a benefit plan reported by Little River Band Of Ottawa Indians under EIN 38-2617761 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $8,295,988 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.3MPlan net assets, end of year$8,295,988
Participants232Covered participants reported
Assets / participant$35.8KComputed: assets ÷ participants$35,759 (computed)
Provider compensationNone reported
Plan sponsor
Little River Band Of Ottawa Indians
EIN
38-2617761
Plan number
001
Plan type
2
Location
Manistee, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H20241015123059NAL0049399136001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$997.6K
Benefits paid / distributions$992.9K
Contributions
Employer$275.3K
Participant$302.7K
Full reported line items

Net assets

Total assets (EOY)
$8,295,988
Total liabilities (EOY)
$0
Net assets (EOY)
$8,295,988
Net assets (BOY)
$7,451,794

Income & contributions

Employer contributions
$275,270
Participant contributions
$302,685
Total contributions
$624,020
Total income / additions
$1,841,768

Expenses & distributions

Benefits paid
$992,882
Administrative expenses
$4,692
Total expenses
$997,574
Net increase / (decrease)
$844,194
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income54%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages