Plan5500

Charlevoix, 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, Charlevoix, MI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $6,787,959 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Charlevoix

  • 3 loaded plans hold $6.8M in reported assets across 3 sponsors.
  • The largest, Pine River Medical Associates Profit Sharing Plan, holds 75% of reported Charlevoix plan assets.
  • Plans cover 347 participants — about 116 per plan.
  • 67% 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$6.8MSummed across loaded plans$6,787,459
Total reported assets$6.8M$6,787,959
Total reported participants347
Total reported liabilities$500

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$6.8MLiabilities$500
Contributions & income
Employer contributions$119.2K
Participant contributionsNot reported
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)-$185.4K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Charlevoix market comparison

Largest plan share of assets75%Pine River Medical Associates Profit Sharing Plan
Participants per plan116Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Charlevoix

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

  1. 1
    Pine River Medical Associates Profit Sharing Plan$5.1M
    Pine River Medical Associates, Pc · 2023
  2. 2
    Beuthin & Beuthin, Cpa'S - P.C. Employee Profit Sharing Plan$1.7M
    Beuthin & Beuthin, Cpa'S - P.C. · 2023
  3. 3
    The Manthei, Inc. Employee Welfare Benefit Plannot reported in the loaded dataset
    Manthei, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages