401(k)
2023 plan-year 401(k) DOL Form 5500

Treetops Resort 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Treetops Acquisition Company, LLC · Michigan · Food Services & Accommodation

What the 2023 filing shows

Treetops Resort 401(k) Plan holds $688K for 140 participants — about $4,917 per participant, up 21.8% over the 2023 plan year.

$688K
total plan assets (2023 EOY)
140
covered participants
$4,917
avg assets per participant
+21.8%
assets growth YoY
Total Assets (2023)
$688K
Participants
140
State
Industry
Food Services & Accommodation

What the Filing Says About Treetops Resort 401(k) Plan

Treetops Resort 401(k) Plan is a 401(k) retirement plan sponsored by Treetops Acquisition Company, LLC, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $688K in total end-of-year assets and covers 140 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 020632818, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $565K at the beginning of 2023 to $688K at year-end — a gain of 21.8%. Net assets (after liabilities) closed the year at $688K, with reported net income of $123K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$565K
Total Assets (End of Year)$688K
Net Assets (End of Year)$688K
Net Income$123K
Plan Type401(k)
Employer EIN020632818
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Treetops Acquisition Company, LLC)

Year Plans Participants Total Assets
2022 1 134 $565K
2023 1 140 $688K

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Frequently Asked Questions

How much money is in the Treetops Resort 401(k) Plan?
As of the 2023 Form 5500 filing, Treetops Resort 401(k) Plan holds $688K in total assets with 140 participants. It is sponsored by Treetops Acquisition Company, LLC.
What type of plan is Treetops Resort 401(k) Plan?
Treetops Resort 401(k) Plan is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 020632818.
Who sponsors the Treetops Resort 401(k) Plan?
Treetops Resort 401(k) Plan is sponsored by Treetops Acquisition Company, LLC, located in Michigan. The sponsor's EIN is 020632818 and the plan operates in the Food Services & Accommodation industry.
How did Treetops Resort 401(k) Plan perform in 2023?
Treetops Resort 401(k) Plan grew by 21.8% during 2023, moving from $565K to $688K in total assets. Net income was $123K.
Where can I find official filings for Treetops Resort 401(k) Plan?
Official Form 5500 filings for Treetops Resort 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020632818 or plan name at efast.dol.gov.
How does Treetops Resort 401(k) Plan compare to other plans?
You can compare Treetops Resort 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 020632818.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.