Lake City, 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, Lake City, MI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,111,505 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,111,505
Total reported liabilities (EOY)
$8,468
Total reported net assets (EOY)
$5,103,037

Contributions & income

Employer contributions
$100,756
Participant contributions
$290,675
Total income / additions
$1,687,562

Expenses & distributions

Benefits paid / distributions
$562,586
Total expenses
$596,978
Net increase / (decrease)
$1,090,584

Coverage

Total reported participants
175
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake City, 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 Lake City, MI
PlanSponsorReported assets (EOY)Year
L C Manufacturing, LLC Employees Savings TrustL C Manufacturing, LLC$5,111,5052023

Related Form 5500 pages