Fenton, 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, Fenton, MI has 18 loaded benefit plan(s) reported by 13 plan sponsor(s), with $206,386,126 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $206,386,126
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $206,386,126
Contributions & income
- Employer contributions
- $4,336,473
- Participant contributions
- $18,480,787
- Total income / additions
- $52,712,614
Expenses & distributions
- Benefits paid / distributions
- $14,763,965
- Total expenses
- $15,479,110
- Net increase / (decrease)
- $37,233,504
Coverage
- Total reported participants
- 7,563
- Plans with financial statements
- 10
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fenton, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Serra Automotive 401(K) Plan & Trust | Serra Automotive, Inc. | $117,632,290 | 2023 |
| Creative Foam Corporation Profit Sharing And Thrift Plan And Trust Agreement | Creative Foam Corporation | $46,826,957 | 2023 |
| Fentura Financial, Inc. Ee Deferred Comp & Esop | Fentura Financial Inc. | $24,701,700 | 2023 |
| Carswell Group 401(K) Profit Sharing Plan | The Carswell Group, Inc. Dba Independent Management Service | $7,420,406 | 2023 |
| Miller Industries 401(K) Profit Sharing Plan | Miller Industries LLC | $5,300,566 | 2023 |
| Burgaflex North America 401(K) Retirement Savings Plan | Burgaflex North America, LLC | $2,013,436 | 2023 |
| Client Financial Services Of Michigan LLC 401(K) Profit Sharing Plan | Client Financial Services Of Michigan, LLC | $1,786,209 | 2023 |
| Pinnacle Realty Investment Corp. 401(K) Plan | Pinnacle Realty Investment Corp. | $340,438 | 2023 |
| Bose Equity Group, Inc. 401(K) Plan | Bose Equity Group, Inc. | $254,120 | 2023 |
| Ba613, Inc. Profit Sharing Plan | Ba613, Inc. | $110,004 | 2023 |
| Premier Property Health And Welfare Plan | Premier Property Management, Inc. | not reported in the loaded dataset | 2023 |
| The Burgaflex Welfare Benefit Plan | Burgaflex North America, Inc. | not reported in the loaded dataset | 2023 |
| Independent Management Services Employee Benefits Plan | The Carswell Group, Inc. | not reported in the loaded dataset | 2023 |
| Miller Industries Holdings, LLC Employee Welfare Benefit Plan | Miller Industries Holdings, LLC | not reported in the loaded dataset | 2023 |
| The State Bank Employee Benefit Plan | Fentura Financial, Inc. | not reported in the loaded dataset | 2023 |
| Niles Shared Services, LLC Health Plan | Niles Shared Services, LLC | not reported in the loaded dataset | 2023 |
| Creative Foam Corporation Group Medical & Life Plan | Creative Foam Corporation | not reported in the loaded dataset | 2023 |
| Client Financial Services Of Michigan LLC Welfare Benefit Plan | Client Financial Services Of Michigan, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Fenton → · Fenton plans by participants → · Fenton plans with financial data → · Fenton plans with provider compensation → · $1B+ plans in Fenton →
Related Form 5500 pages
- All MI Form 5500 filings
- Serra Automotive 401(K) Plan & Trust (plan 001)
- Serra Automotive, Inc. — all reported plans
- Creative Foam Corporation Profit Sharing And Thrift Plan And Trust Agreement (plan 001)
- Creative Foam Corporation — all reported plans
- Fentura Financial, Inc. Ee Deferred Comp & Esop (plan 002)
- Fentura Financial Inc. — all reported plans
- Carswell Group 401(K) Profit Sharing Plan (plan 001)
- The Carswell Group, Inc. Dba Independent Management Service — all reported plans
- Miller Industries 401(K) Profit Sharing Plan (plan 001)
- Miller Industries LLC — all reported plans
- Burgaflex North America 401(K) Retirement Savings Plan (plan 002)
- Burgaflex North America, LLC — all reported plans
- Client Financial Services Of Michigan LLC 401(K) Profit Sharing Plan (plan 001)
- Client Financial Services Of Michigan, LLC — all reported plans
- Pinnacle Realty Investment Corp. 401(K) Plan (plan 001)
- Pinnacle Realty Investment Corp. — all reported plans
- Bose Equity Group, Inc. 401(K) Plan (plan 001)
- Bose Equity Group, Inc. — all reported plans
- Ba613, Inc. Profit Sharing Plan (plan 001)
- Ba613, Inc. — all reported plans
- Premier Property Health And Welfare Plan (plan 501)
- Premier Property Management, Inc. — all reported plans
- The Burgaflex Welfare Benefit Plan (plan 501)
- Independent Management Services Employee Benefits Plan (plan 502)
- Miller Industries Holdings, LLC Employee Welfare Benefit Plan (plan 501)
- Miller Industries Holdings, LLC — all reported plans
- The State Bank Employee Benefit Plan (plan 501)
- Methodology
- Data sources