Lake Orion, 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 Orion, MI has 15 loaded benefit plan(s) reported by 13 plan sponsor(s), with $37,290,401 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,290,401
- Total reported liabilities (EOY)
- $7,952
- Total reported net assets (EOY)
- $37,282,449
Contributions & income
- Employer contributions
- $1,674,458
- Participant contributions
- $5,416,674
- Total income / additions
- $18,227,382
Expenses & distributions
- Benefits paid / distributions
- $7,755,385
- Total expenses
- $8,045,942
- Net increase / (decrease)
- $10,181,440
Coverage
- Total reported participants
- 1,995
- Plans with financial statements
- 11
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Orion, 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 |
|---|---|---|---|
| American Battery Solutions 401(K) Plan | American Battery Solutions, Inc. | $10,458,808 | 2023 |
| Complete Automation 401(K) Plan | Complete Automation, Inc. | $8,291,148 | 2023 |
| Bizlink Robotic Solutions Usa, Inc. | Bizlink Robotic Solutions Usa, Inc. | $7,700,783 | 2023 |
| Milosch'S Palace Chrysler Jeep Dodge, Inc. 401(K) Plan & Trust | Milosch'S Palace Chrysler Jeep Dodge, Inc. | $6,658,193 | 2023 |
| John M. Ketner Do Profit Sharing Plan | John M. Ketner, D.O. | $2,477,337 | 2023 |
| 40 South Washington Inc 401(K) Plan | 40 South Washington Inc | $515,231 | 2023 |
| Chantico One Corp. 401(K) Profit Sharing Plan | Chantico One Corp. | $487,932 | 2023 |
| Pioneer Logistics 401(K) Plan | Pioneer Logistics, LLC | $301,890 | 2023 |
| Ronmondo, Inc. 401(K) Profit Sharing Plan | Ronmondo, Inc. | $283,229 | 2023 |
| Great Lakes American Services, Inc. Profit Sharing Plan | Great Lakes American Services, Inc. | $115,850 | 2023 |
| Kay Automotive Graphics Tax Deferred Savings Plan & Trust | Kay Automotive Graphics | $0 | 2023 |
| Milosch'S Palace Welfare Plan | Milosch'S Palace Chrysler Jeep Dodge, Inc. | not reported in the loaded dataset | 2023 |
| The Complete Companies Employee Benefits Plan | The Complete Companies | not reported in the loaded dataset | 2023 |
| Orafol Americas Dba Orafol Automotive Graphics Employee Benefits Plan | Orafol Americas Inc. | not reported in the loaded dataset | 2023 |
| Environmental Wood Solutions Ii, LLC Health And Welfare Plan | Environmental Wood Solutions Ii, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Lake Orion → · Lake Orion plans by participants → · Lake Orion plans with financial data → · Lake Orion plans with provider compensation → · $1B+ plans in Lake Orion →
Related Form 5500 pages
- All MI Form 5500 filings
- American Battery Solutions 401(K) Plan (plan 001)
- American Battery Solutions, Inc. — all reported plans
- Complete Automation 401(K) Plan (plan 001)
- Complete Automation, Inc. — all reported plans
- Bizlink Robotic Solutions Usa, Inc. (plan 001)
- Bizlink Robotic Solutions Usa, Inc. — all reported plans
- Milosch'S Palace Chrysler Jeep Dodge, Inc. 401(K) Plan & Trust (plan 001)
- Milosch'S Palace Chrysler Jeep Dodge, Inc. — all reported plans
- John M. Ketner Do Profit Sharing Plan (plan 001)
- John M. Ketner, D.O. — all reported plans
- 40 South Washington Inc 401(K) Plan (plan 001)
- 40 South Washington Inc — all reported plans
- Chantico One Corp. 401(K) Profit Sharing Plan (plan 001)
- Chantico One Corp. — all reported plans
- Pioneer Logistics 401(K) Plan (plan 001)
- Pioneer Logistics, LLC — all reported plans
- Ronmondo, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ronmondo, Inc. — all reported plans
- Great Lakes American Services, Inc. Profit Sharing Plan (plan 001)
- Great Lakes American Services, Inc. — all reported plans
- Kay Automotive Graphics Tax Deferred Savings Plan & Trust (plan 001)
- Kay Automotive Graphics — all reported plans
- Milosch'S Palace Welfare Plan (plan 501)
- The Complete Companies Employee Benefits Plan (plan 501)
- Orafol Americas Dba Orafol Automotive Graphics Employee Benefits Plan (plan 550)
- Orafol Americas Inc. — all reported plans
- Environmental Wood Solutions Ii, LLC Health And Welfare Plan (plan 501)
- Environmental Wood Solutions Ii, LLC — all reported plans
- Methodology
- Data sources