Grosse Pointe Shores, 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, Grosse Pointe Shores, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,493,235 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,493,235
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $8,493,235
Contributions & income
- Employer contributions
- $264,793
- Participant contributions
- $171,452
- Total income / additions
- $1,605,431
Expenses & distributions
- Benefits paid / distributions
- $478,484
- Total expenses
- $494,403
- Net increase / (decrease)
- $1,111,028
Coverage
- Total reported participants
- 217
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grosse Pointe Shores, 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 |
|---|---|---|---|
| Edsel & Eleanor Ford House 403(B) Plan | Edsel & Eleanor Ford House | $5,863,670 | 2023 |
| Nicholas T. Rafaill, Dds, Pc Employees' 401(K) Tr | Nicholas T. Rafaill, D.D.S., P.C. | $2,629,565 | 2023 |
Largest plans in Grosse Pointe Shores → · Grosse Pointe Shores plans by participants → · Grosse Pointe Shores plans with financial data → · Grosse Pointe Shores plans with provider compensation → · $1B+ plans in Grosse Pointe Shores →