St. Clair Shores, 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, St. Clair Shores, MI has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $112,363,637 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$112,363,637
Total reported liabilities (EOY)
$204,429
Total reported net assets (EOY)
$112,159,208

Contributions & income

Employer contributions
$2,320,535
Participant contributions
$5,619,739
Total income / additions
$26,201,246

Expenses & distributions

Benefits paid / distributions
$33,265,324
Total expenses
$33,595,329
Net increase / (decrease)
-$7,394,083

Coverage

Total reported participants
4,253
Plans with financial statements
9
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Clair Shores, 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 St. Clair Shores, MI
PlanSponsorReported assets (EOY)Year
Stahls' Inc. Employees' Salary Savings PlanStahls' Inc.$63,040,0262023
John L. Zinkel, M.D., P.C. Profit Sharing PlanJohn L. Zinkel, M.D., P.C.$2,926,0122023
Michael G. Taylor, M.D., P.L.C. Retirement PlanMichael G. Taylor, M.D., P.L.C.$338,4432023
Michigan Institute Of Urology, P.C. Employee'S Profit Sharing And 401(K) PlanMichigan Institute Of Urology, P.C.$290,2992023
John Channing Enterprises, Inc Health And Welfare PlanJohn Channing Enterprises, Inc$02023
Pinnacle Mep Holdings, LLC Welfare Benefit PlanPinnacle Mep Holdings, LLCnot reported in the loaded dataset2023
Fisher & Company, Inc. Employee Benefit Plan For Hourly EmployeesFisher & Company, Inc.not reported in the loaded dataset2023
Groupestahl Employee Benefit PlanStahls' Inc.not reported in the loaded dataset2023
Fisher & Company, Inc. Employee Benefit Plan For Salaried EmployeesFisher & Company, Inc.not reported in the loaded dataset2023

Related Form 5500 pages