Kalkaska, 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, Kalkaska, MI has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $13,350,900 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)
$13,350,900
Total reported liabilities (EOY)
$10,537,958
Total reported net assets (EOY)
$2,812,942

Contributions & income

Employer contributions
$914,315
Participant contributions
$373,345
Total income / additions
-$7,297,496

Expenses & distributions

Benefits paid / distributions
$1,329,592
Total expenses
$1,375,683
Net increase / (decrease)
-$8,673,179

Coverage

Total reported participants
606
Plans with financial statements
4
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kalkaska, 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 Kalkaska, MI
PlanSponsorReported assets (EOY)Year
Kalkaska Screw Products, Inc. Employee Stock Ownership And 401(K) PlanKalkaska Screw Products, Inc.$6,708,0452023
Wayne Wire Cloth Products Inc. Employee 401(K) Retirement PlanWayne Wire Cloth Products, Inc.$5,086,0112023
Beckman Production Services, Inc. Employee Stock Ownership PlanBeckman Production Services, Inc.$1,035,0002023
Cooper'S Downtime Adventures, Inc. 401(K) PlanCooper'S Downtime Adventures, Inc.$521,8442023
Wayne Wire Cloth Products, Inc. Employee Benefit PlanWayne Wire Cloth Products, Inc.not reported in the loaded dataset2023

Related Form 5500 pages