Plan5500

Bad Axe, 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, Bad Axe, MI has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $132,050,895 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

What stands out in Bad Axe

  • 5 loaded plans hold $132.1M in reported assets across 4 sponsors.
  • The largest, Gemini Group Employees' 401(K) Savings Plan, holds 82% of reported Bad Axe plan assets.
  • Plans cover 2,902 participants — about 580 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$132.1MSummed across loaded plans$132,050,895
Total reported assets$132.1M$132,050,895
Total reported participants2.9K2,902
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$132.1M total assets
Net assets$132.1MLiabilities$0
Contributions & income
Employer contributions$3M
Participant contributions$7.3M
Total income / additions$33.9M
Expenses & distributions
Benefits paid / distributions$12.2M
Total expenses$12.5M
Net increase / (decrease)$21.4M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bad Axe, 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.

Computed from loaded plans

Bad Axe market comparison

Largest plan share of assets82%Gemini Group Employees' 401(K) Savings Plan
Participants per plan580Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Bad Axe

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Gemini Group Employees' 401(K) Savings Plan$108M
    Gemini Group, Inc. · 2023
  2. 2
    Northstar Financial Group Employees' 401(K) Savings Plan$22.4M
    Northstar Financial Group, Inc. · 2023
  3. 3
    Flannery Chevrolet Cadillac Buick Pontiac Gmc Inc 401(K) Plan$1.7M
    Flannery Chevrolet Cadillac Buick Pontiac Gmc Inc · 2023
  4. 4
    Thumb Group, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Thumb Group, Inc. · 2023
  5. 5
    Northstar Financial Group, Inc. Employee Welfare Beneftit Plannot reported in the loaded dataset
    Northstar Financial Group, Inc. · 2023

Largest plans in Bad Axe → · Bad Axe plans by participants → · Bad Axe plans with financial data → · Bad Axe plans with provider compensation → · $1B+ plans in Bad Axe →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bad Axe, MI?
5 plan(s) reported by 4 sponsor(s) are loaded for Bad Axe, MI.

Related Form 5500 pages