Petoskey, 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, Petoskey, MI has 19 loaded benefit plan(s) reported by 11 plan sponsor(s), with $161,009,366 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$161,009,366
Total reported liabilities (EOY)
$24,962
Total reported net assets (EOY)
$160,984,404

Contributions & income

Employer contributions
$6,007,645
Participant contributions
$12,809,044
Total income / additions
$41,801,843

Expenses & distributions

Benefits paid / distributions
$15,131,154
Total expenses
$16,326,696
Net increase / (decrease)
$25,475,147

Coverage

Total reported participants
13,996
Plans with financial statements
12
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Petoskey, 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 Petoskey, MI
PlanSponsorReported assets (EOY)Year
Boyne Resorts 401(K) Retirement PlanBoyne Usa, Inc.$71,877,0572023
Petoskey Plastics, Inc. Gold Mine 401(K) Retirement Savings PlanPetoskey Plastics, Inc.$20,902,8812023
My Community Dental Centers, Inc. 403(B) PlanMy Community Dental Centers, Inc.$18,874,3632023
Manthei 401(K) Profit Sharing PlanManthei, Inc.$16,050,2732023
Odawa Casino Resort 401(K)PlanLittle Traverse Bay Bands Of Odawa Indians Dba Odawa Casino Resort$11,186,4082023
Kilwins Quality Confections, LLC 401(K) & Retirement PlanKilwins Quality Confections, LLC$9,349,2502023
Preston Feather Building Centers 401(K) Profit Sharing PlanPreston Feather Building Centers$8,929,1542023
Software Plus P-S PlanEmpower Financials, Inc.$2,253,5032023
Software Plus Money PurchaseEmpower Financials, Inc.$627,6602023
Tc Villas 401kTannery Creek Villas Corp.$590,0512023
Benna & Bob Co. 401(K) PlanBenna & Bob Co.$357,1772023
State Stone, Inc. 401(K) PlanState Stone, Inc.$11,5892023
Boyne Usa Inc Employees Benefits PlanBoyne Usa Incnot reported in the loaded dataset2023
Kilwins Group Health PlanKilwins Quality Confections, Inc.not reported in the loaded dataset2023
Boyne Usa Inc Welfare Benefit PlanBoyne Usa Incnot reported in the loaded dataset2023
Odawa Casino Resort Employee Benefits PlanLittle Traverse Bay Bands Of Odawa Indiansnot reported in the loaded dataset2023
Norcross Companies Dba Preston Feather Building Centers Welfare Benefit PlanNorcross Companies Dba Preston Feather Building Centersnot reported in the loaded dataset2023
My Community Dental Centers Welfare PlanMy Community Dental Centersnot reported in the loaded dataset2023
Petoskey Plastics, Inc. Cafeteria Benefit PlanPetoskey Plastics, Incnot reported in the loaded dataset2023

Related Form 5500 pages