Plan5500

Carleton, 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, Carleton, MI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,048,120 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Carleton

  • 4 loaded plans hold $12M in reported assets across 3 sponsors.
  • The largest, Kc Group 401(K) Plan, holds 92% of reported Carleton plan assets.
  • Plans cover 1,067 participants — about 267 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$12,048,120
Total reported assets$12M$12,048,120
Total reported participants1.1K1,067
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$0
Contributions & income
Employer contributions$54.5K
Participant contributions$1.3M
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Carleton market comparison

Largest plan share of assets92%Kc Group 401(K) Plan
Participants per plan267Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Carleton

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

  1. 1
    Kc Group 401(K) Plan$11.1M
    Kc Transportation, Inc. · 2023
  2. 2
    Carleton Controls 401k$958.5K
    Carleton Controls Corporation · 2023
  3. 3
    K C Logistics, Inc. Employee Benefit Plannot reported in the loaded dataset
    K C Logistics, Inc. · 2023
  4. 4
    Four Star Greenhouse, Inc Health & Welfare Benefit Plannot reported in the loaded dataset
    Four Star Greenhouse, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carleton, MI?
4 plan(s) reported by 3 sponsor(s) are loaded for Carleton, MI.

Related Form 5500 pages