Houghton, 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, Houghton, MI has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $31,316,203 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $31,316,203
- Total reported liabilities (EOY)
- $1,487,827
- Total reported net assets (EOY)
- $29,828,376
Contributions & income
- Employer contributions
- $1,394,857
- Participant contributions
- $810,616
- Total income / additions
- $5,487,988
Expenses & distributions
- Benefits paid / distributions
- $1,280,505
- Total expenses
- $1,342,357
- Net increase / (decrease)
- $4,145,631
Coverage
- Total reported participants
- 636
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Houghton, 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 |
|---|---|---|---|
| Gs Engineering, Inc. Employees Savings Trust | Gs Engineering, Inc. | $11,436,656 | 2023 |
| U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan And Trust | U.P. Engineers & Architects, Inc. | $8,313,382 | 2023 |
| Baraga Houghton Keweenaw Child Development Board 403(B) Plan | Baraga Houghton Keweenaw Child Development Board | $6,960,882 | 2023 |
| Gs Engineering, Inc. Employee Stock Ownership Plan | Gs Engineering, Inc. | $4,605,283 | 2023 |
| Somero Enterprises, Inc. Employee Benefits Plan | Somero Enterprises, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Houghton → · Houghton plans by participants → · Houghton plans with financial data → · Houghton plans with provider compensation → · $1B+ plans in Houghton →
Related Form 5500 pages
- All MI Form 5500 filings
- Gs Engineering, Inc. Employees Savings Trust (plan 001)
- Gs Engineering, Inc. — all reported plans
- U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- U.P. Engineers & Architects, Inc. — all reported plans
- Baraga Houghton Keweenaw Child Development Board 403(B) Plan (plan 001)
- Baraga Houghton Keweenaw Child Development Board — all reported plans
- Gs Engineering, Inc. Employee Stock Ownership Plan (plan 002)
- Somero Enterprises, Inc. Employee Benefits Plan (plan 503)
- Somero Enterprises, Inc. — all reported plans
- Methodology
- Data sources