Kalamazoo County Sheriff'S Deputies Association Money Purchase Pension Plan — Form 5500 plan (Kalamazoo County Sheriff'S Deputies Association)
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, Kalamazoo County Sheriff'S Deputies Association Money Purchase Pension Plan is a benefit plan reported by Kalamazoo County Sheriff'S Deputies Association under EIN 38-6037446 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $53,739,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kalamazoo County Sheriff'S Deputies Association
- EIN
- 38-6037446
- Plan number
- 001
- Plan type
- 3
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $53,739,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241015101517NAL0047322880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,739,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,739,529
- Net assets (BOY)
- $47,857,139
Income & contributions
- Employer contributions
- $2,106,885
- Total contributions
- $2,106,885
- Total income / additions
- $9,119,312
Expenses & distributions
- Benefits paid
- $3,203,367
- Administrative expenses
- $33,555
- Total expenses
- $3,236,922
- Net increase / (decrease)
- $5,882,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Holdings Securities Inc | RIA | $91,186 | not reported in the loaded dataset | 2023 |
| John Hancock Life Ins Co | RECORDKEEPING | $3,870 | not reported in the loaded dataset | 2023 |