Schoolcraft, 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, Schoolcraft, MI has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $66,834,879 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)
$66,834,879
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$66,834,879

Contributions & income

Employer contributions
$2,059,202
Participant contributions
$4,050,427
Total income / additions
$16,109,402

Expenses & distributions

Benefits paid / distributions
$6,022,206
Total expenses
$6,236,308
Net increase / (decrease)
$9,873,094

Coverage

Total reported participants
1,438
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Schoolcraft, 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 Schoolcraft, MI
PlanSponsorReported assets (EOY)Year
Jrs Usa 401k PlanJ. Rettenmaier Usa Lp$63,567,0072023
Kalamazoo County State Bank 401(K) Profit Sharing PlanKalamazoo County State Bank$2,541,2692023
Kcm Acquisitions, Inc. 401(K) PlanKcm Acquisitions, Inc.$562,8832023
Bowright Whiskey Co. 401(K) PlanBowright Whiskey Co.$163,7202023
J. Rettenmaier Usa Lp Health And Welfare Benefits PlanJ. Rettenmaier Usa Lpnot reported in the loaded dataset2023

Related Form 5500 pages