Davison, 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, Davison, MI has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $69,176,474 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$69,176,474
Total reported liabilities (EOY)
$2,336
Total reported net assets (EOY)
$69,174,138

Contributions & income

Employer contributions
$1,996,502
Participant contributions
$3,773,595
Total income / additions
$15,404,955

Expenses & distributions

Benefits paid / distributions
$6,436,662
Total expenses
$6,673,950
Net increase / (decrease)
$8,731,005

Coverage

Total reported participants
1,840
Plans with financial statements
6
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Davison, 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 Davison, MI
PlanSponsorReported assets (EOY)Year
Cooper Companies, Inc. 401(K) Profit Sharing PlanFernco, Inc.$37,452,1572023
Hank Graff Chevrolet 401(K) Plan & TrustHank Graff Chevrolet, Inc.$15,858,6492023
Mersino Dewatering, LLC 401(K) PlanMersino Dewatering, LLC$13,733,5412023
Mersino Management Company Cash Balance PlanMersino Management Company$2,127,4212023
Builders & Contractors Supp Unemployment Ins PlanKennedy Excavating$4,7062023
Ralph J Becker Dds P C 401(K) Profit Sharing Plan & TrustRalph J Becker Dds P C$02023
Fernco, Inc. Employee Benefits PlanFernco, Inc.not reported in the loaded dataset2023
Graff DealershipsGraff Financial LLCnot reported in the loaded dataset2023

Related Form 5500 pages