Waterford, 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, Waterford, MI has 24 loaded benefit plan(s) reported by 20 plan sponsor(s), with $72,471,771 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $72,471,771
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $72,471,771
Contributions & income
- Employer contributions
- $1,372,409
- Participant contributions
- $5,257,907
- Total income / additions
- $17,188,932
Expenses & distributions
- Benefits paid / distributions
- $9,581,591
- Total expenses
- $9,819,038
- Net increase / (decrease)
- $7,369,894
Coverage
- Total reported participants
- 2,326
- Plans with financial statements
- 18
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waterford, 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 |
|---|---|---|---|
| Pentastar Aviation, LLC 401(K) Savings Plan | Pentastar Aviation, LLC | $25,173,009 | 2023 |
| Ifl Group, Inc. 401(K) Plan | Ifl Group, Inc. | $11,126,596 | 2023 |
| Royal Air Freight, Inc. 401(K) Plan | Royal Air Freight, Inc. | $10,583,320 | 2023 |
| Alr Products Inc. Profit Sharing Plan | Alr Products Inc. | $9,857,788 | 2023 |
| Contract Professionals, Inc. 401(K) Retirement Savings Plan | Contract Professionals, Inc. | $5,032,216 | 2023 |
| Community Programs, Inc. 401(K) Profit Sharing Plan & Trust | Community Programs, Inc. | $3,569,093 | 2023 |
| Security Fence & Supply Co Inc Savings & Profit Sharing Plan | Security Fence & Supply Co Inc Michaels | $2,433,490 | 2023 |
| Safiul Hasan Md Pc Profit Sharing Plan | Safiul Hasan, Md Pc | $1,459,995 | 2023 |
| Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan | Union Lake Veterinary Hospital | $1,258,573 | 2023 |
| Dalton Industries 401(K) Plan | Dalton Industries, L.L.C. | $835,687 | 2023 |
| Booth Patterson, P.C. 401(K) Salary Reduction Plan And Trust | Booth Patterson, P.C. | $673,082 | 2023 |
| Bobwhite & Fox, Inc. Profit Sharing Plan | Bobwhite & Fox, Inc. | $127,645 | 2023 |
| Seestone Retirement Plan | Seestone, Inc. | $108,853 | 2023 |
| Zns Group Inc. Retirement Plan | Zns Group Inc. | $70,000 | 2023 |
| Steven A. Foon Scrap Metals, Inc. 401k Plan | Steven A. Foon Scrap Metals, Inc. | $67,809 | 2023 |
| Mgm Industries, Inc. 401(K) Plan | Mgm Industries, Inc. | $67,061 | 2023 |
| Zee Engineering Retirement Plan | Zee Engineering, Inc. | $27,554 | 2023 |
| Penn Automotive, Inc. 401(K) Plan | Penn Engineering Company | $0 | 2023 |
| Progressive Lifestyles Inc. Flexible Benefit Plan | Progressive Lifestyles Inc. | not reported in the loaded dataset | 2023 |
| Pentastar Aviation, LLC Cafeteria Plan | Pentastar Aviation, LLC | not reported in the loaded dataset | 2023 |
| Canterbury On-The-Lake Welfare Benefit Plan | Canterbury On-The-Lake | not reported in the loaded dataset | 2023 |
| Royal Air Freight, Inc Plan | Royal Air Freight, Inc. | not reported in the loaded dataset | 2023 |
| Ifl Group Health And Welfare Plan | Ifl Group, Inc. | not reported in the loaded dataset | 2023 |
| Community Programs, Inc Welfare Benefit Plan | Community Programs, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Waterford → · Waterford plans by participants → · Waterford plans with financial data → · Waterford plans with provider compensation → · $1B+ plans in Waterford →
Related Form 5500 pages
- All MI Form 5500 filings
- Pentastar Aviation, LLC 401(K) Savings Plan (plan 001)
- Pentastar Aviation, LLC — all reported plans
- Ifl Group, Inc. 401(K) Plan (plan 002)
- Ifl Group, Inc. — all reported plans
- Royal Air Freight, Inc. 401(K) Plan (plan 001)
- Royal Air Freight, Inc. — all reported plans
- Alr Products Inc. Profit Sharing Plan (plan 001)
- Alr Products Inc. — all reported plans
- Contract Professionals, Inc. 401(K) Retirement Savings Plan (plan 001)
- Contract Professionals, Inc. — all reported plans
- Community Programs, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- Community Programs, Inc. — all reported plans
- Security Fence & Supply Co Inc Savings & Profit Sharing Plan (plan 001)
- Security Fence & Supply Co Inc Michaels — all reported plans
- Safiul Hasan Md Pc Profit Sharing Plan (plan 002)
- Safiul Hasan, Md Pc — all reported plans
- Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan (plan 002)
- Union Lake Veterinary Hospital — all reported plans
- Dalton Industries 401(K) Plan (plan 001)
- Dalton Industries, L.L.C. — all reported plans
- Booth Patterson, P.C. 401(K) Salary Reduction Plan And Trust (plan 001)
- Booth Patterson, P.C. — all reported plans
- Bobwhite & Fox, Inc. Profit Sharing Plan (plan 001)
- Bobwhite & Fox, Inc. — all reported plans
- Seestone Retirement Plan (plan 001)
- Seestone, Inc. — all reported plans
- Zns Group Inc. Retirement Plan (plan 001)
- Zns Group Inc. — all reported plans
- Steven A. Foon Scrap Metals, Inc. 401k Plan (plan 001)
- Steven A. Foon Scrap Metals, Inc. — all reported plans
- Methodology
- Data sources