Belmont, 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, Belmont, MI has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $61,346,524 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$61,346,524
Total reported liabilities (EOY)
$451,416
Total reported net assets (EOY)
$60,895,108

Contributions & income

Employer contributions
$2,316,443
Participant contributions
$5,081,520
Total income / additions
$19,139,562

Expenses & distributions

Benefits paid / distributions
$4,181,409
Total expenses
$4,383,645
Net increase / (decrease)
$14,755,917

Coverage

Total reported participants
1,925
Plans with financial statements
8
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belmont, 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 Belmont, MI
PlanSponsorReported assets (EOY)Year
Williams Form Engineering Corporation 401(K) PlanWilliams Form Engineering Corporation$21,162,1362023
Wynalda Litho, Inc. Retirement Savings PlanWynalda Litho, Inc. Dba Wynalda Packaging$19,221,3052023
Avasure 401(K) PlanAvasure Opco Holdings, Inc.$13,661,2082023
Belmont Engineered Plastics, LLC 401(K) PlanBelmont Engineered Plastics, LLC$3,897,7032023
Highpoint Electric, Inc. Employee Stock Ownership PlanHighpoint Electric, Inc.$1,694,7472023
Journey Pooled Employer Profit Sharing 401(K) PlanJourney Retirement Plan Services, LLC$1,446,0272023
Mhs Investments, Inc. 401(K) Profit Sharing PlanMhs Investments, Inc.$187,8892023
Herblet Holdings Inc. Retirement PlanHerblet Holdings Inc.$75,5092023
Avasure, LLC Health And Welfare PlanAvasure, LLCnot reported in the loaded dataset2023
Wynalda Litho Inc Welfare Benefit PlanWynalda Litho Inc Dba Wynalda Packagingnot reported in the loaded dataset2023
Belmont Engineered Plastics Employee Benefit PlanBelmont Engineered Plastics, LLCnot reported in the loaded dataset2023
Williams Form Engineering Corporation Employee Benefit PlanWilliams Form Engineering Corpnot reported in the loaded dataset2023

Related Form 5500 pages