Alma, MI Form 5500 retirement and benefit plan filings

City Form 5500 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, Alma, MI has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $111,667,904 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$111,667,904
Total reported liabilities (EOY)
$17,784
Total reported net assets (EOY)
$111,650,120

Contributions & income

Employer contributions
$4,534,937
Participant contributions
$3,907,217
Total income / additions
$29,175,622

Expenses & distributions

Benefits paid / distributions
$13,082,077
Total expenses
$13,958,914
Net increase / (decrease)
$15,216,708

Coverage

Total reported participants
4,051
Plans with financial statements
8
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alma, MI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Alma, MI
PlanSponsorReported assets (EOY)Year
Garr Tool Co., Inc. Ees' P/S Salary Reduction 401(K) PlanGarr Tool Company, Inc.$44,691,2262023
Medler Electric Company Employee Stock Ownership Plan And TrustMedler Electric Company$23,136,8072023
Avalon & Tahoe 401(K) Retirement PlanAvalon & Tahoe Mfg., Inc.$14,545,6832023
Retirement Plan For Hourly Rated Employees Of Alma Products I, Inc.Alma Products I, Inc.$14,089,3112023
Michigan Masonic Home 403(B) Retirement PlanMichigan Masonic Home$12,137,3602023
Stbw 401(K) PlanSeals, Tacia And Bartz, Od, Pc$1,931,2302023
Abc Fastener Group, Inc. 401(K) Profit Sharing PlanAbc Fastener Group, Inc.$1,136,2872023
Builders & Contractors Supp Unemployment Ins PlanRevolution Electric LLC$02023
Legend Manufacturing, Inc. Welfare Benefit PlanLegend Manufacturing, Incnot reported in the loaded dataset2023
Garr Tool Company Group Benefit PlanGarr Tool Companynot reported in the loaded dataset2023
Alma College Group Term Life InsuranceAlma Collegenot reported in the loaded dataset2023
Avalon & Tahoe Mfg., Inc. Welfare Benefit PlanAvalon & Tahoe Mfg., Inc.not reported in the loaded dataset2023
Michigan Masonic Home Umbrella PlanMichigan Masonic Homenot reported in the loaded dataset2023
Alma College Group Health Benefit PlanAlma Collegenot reported in the loaded dataset2023
Alma College Group Disability PlanAlma Collegenot reported in the loaded dataset2023

Related Form 5500 pages