Plan5500

Berkley, 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, Berkley, MI has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $11,636,874 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Berkley

  • 9 loaded plans hold $11.6M in reported assets across 9 sponsors.
  • The largest, Strategic Energy Solutions, Inc. 401(K) Plan, holds 48% of reported Berkley plan assets.
  • Plans cover 99 participants — about 11 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6MSummed across loaded plans$11,636,874
Total reported assets$11.6M$11,636,874
Total reported participants99
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.6M total assets
Net assets$11.6MLiabilities$0
Contributions & income
Employer contributions$261K
Participant contributions$371.4K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation0 / 9 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berkley, 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

Berkley market comparison

Largest plan share of assets48%Strategic Energy Solutions, Inc. 401(K) Plan
Participants per plan11Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Berkley

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

  1. 1
    Strategic Energy Solutions, Inc. 401(K) Plan$5.5M
    Strategic Energy Solutions, Inc. · 2023
  2. 2
    Mcknight Canzano Smith Radtke Brault Pc Profit Sharing Plan$4.7M
    Mcknight Canzano Smith Radtke Brault Pc · 2023
  3. 3
    Network One Computer Systems Corp., Money Purchase Plan$655.9K
    Network One Computer Systems Corp · 2023
  4. 4
    G & K Associates LLC 401(K) Profit Sharing Plan & Trust$250.8K
    G & K Associates LLC · 2023
  5. 5
    A & E Agg., Inc. Profit Sharing Plan And Trust$235.1K
    A & E Agg., Inc. · 2023
  6. 6
    4c-Cara'S Creative Concepts Corp. Retirement Plan$198.1K
    4c-Cara'S Creative Concepts Corp. · 2023
  7. 7
    Cjr Realty Inc. Retirement Plan$29.4K
    Cjr Realty Inc. · 2023
  8. 8
    Creative Intent Corporation 401(K) Plan$0
    Creative Intent Corporation · 2023
  9. 9
    William Ellis Company, Inc. Profit Sharing Plan And Trustnot reported in the loaded dataset
    William Ellis Company Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Berkley, MI?
9 plan(s) reported by 9 sponsor(s) are loaded for Berkley, MI.

Related Form 5500 pages