Odawa Casino Resort 401(K)Plan — Form 5500 plan (Little Traverse Bay Bands Of Odawa Indians Dba Odawa Casino Resort)
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, Odawa Casino Resort 401(K)Plan is a benefit plan reported by Little Traverse Bay Bands Of Odawa Indians Dba Odawa Casino Resort under EIN 38-3376548 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $11,186,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Little Traverse Bay Bands Of Odawa Indians Dba Odawa Casino Resort
- EIN
- 38-3376548
- Plan number
- 001
- Plan type
- 2
- Location
- Petoskey, MI
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $11,186,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241010142709NAL0011606275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,186,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,186,408
- Net assets (BOY)
- $10,157,957
Income & contributions
- Employer contributions
- $301,003
- Participant contributions
- $611,920
- Total contributions
- $921,658
- Total income / additions
- $2,661,688
Expenses & distributions
- Benefits paid
- $1,554,099
- Administrative expenses
- $71,813
- Total expenses
- $1,633,237
- Net increase / (decrease)
- $1,028,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $54,775 | $0 | 2023 |
| Map Retirement | THIRD PARTY ADMIN | $10,396 | $4,952 | 2023 |
| Fsc Securities Corporation | INVESTMENT ADVISORS | $14,709 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,704 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Little Traverse Bay Bands Of Odawa Indians Dba Odawa Casino Resort
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Petoskey, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Map Retirement — Schedule C compensation
- Fsc Securities Corporation — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation