Clarkston, 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, Clarkston, MI has 27 loaded benefit plan(s) reported by 21 plan sponsor(s), with $161,910,058 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $161,910,058
- Total reported liabilities (EOY)
- $236,886
- Total reported net assets (EOY)
- $161,673,172
Contributions & income
- Employer contributions
- $4,870,050
- Participant contributions
- $10,212,665
- Total income / additions
- $32,264,407
Expenses & distributions
- Benefits paid / distributions
- $14,691,573
- Total expenses
- $15,109,907
- Net increase / (decrease)
- $17,154,500
Coverage
- Total reported participants
- 6,391
- Plans with financial statements
- 20
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clarkston, 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 |
|---|---|---|---|
| Owl Services 401(K) Plan | The Oscar W. Larson Company | $90,564,649 | 2023 |
| Chase Plastic Services, Inc. 401k Retirement Plan | Chase Plastic Services, Inc. | $16,378,935 | 2023 |
| Sumida America Inc. 401(K) Plan | Sumida America Inc. | $14,916,050 | 2023 |
| Optimizerx Corporation 401(K) Profit Sharing Plan | Optimizerx Corporation | $9,279,001 | 2023 |
| Bowman 401(K) Plan | Bowman Auto Group, Inc. | $8,941,432 | 2023 |
| Union Joints Multiple Employer Plan | Union Joints LLC | $8,544,373 | 2023 |
| Oakland Insurance Agency 401(K) Profit Sharing Plan | Oakland Insurance Agency | $5,343,813 | 2023 |
| New Oakland Child-Adolescent And Family Center 401(K) Profit Sharing Plan | Ismail B. Sendi, Md Pc | $3,994,151 | 2023 |
| J&M Hardware Incorporated Retirement Plan | J&M Hardware Incorporated | $1,795,269 | 2023 |
| Clarkston Surgery Center 401(K) Plan | Clarkston Asc Partners, LLC Dba Clarkston Surgery Center | $849,302 | 2023 |
| Professional Business Coaching, Inc. 401(K) Profit Sharing Plan | Professional Business Coaching, Inc. | $602,179 | 2023 |
| Pg Dragonfly Incorporated Retirement Plan | Pg Dragonfly Incorporated | $253,917 | 2023 |
| Pup Squad, Inc. 401(K) Profit Sharing Plan | Pup Squad, Inc. | $168,038 | 2023 |
| Jumpstart Corporation Retirement Plan | Jumpstart Corporation | $124,343 | 2023 |
| Moosedawg Mocha, Inc. 401(K) Plan | Moosedawg Mocha, Inc. | $96,444 | 2023 |
| Lkkz Family Co. 401(K) Plan | Lkkz Family Co. | $36,532 | 2023 |
| Oh The Places You'Ll Dance Inc. Retirement Plan | Oh The Places You'Ll Dance Inc. | $11,165 | 2023 |
| Currie Group, Inc. 401(K) Profit Sharing Plan | Currie Group, Inc. | $10,465 | 2023 |
| Matthew V Lindemann Dds Ms Pllc 401k | Matthew V Lindemann Dds Ms Pllc | $0 | 2023 |
| Unclogged Michigan Inc. Retirement Plan | Unclogged Michigan Inc. | $0 | 2023 |
| Lawrence Plastics, LLC Welfare Benefit Plan | Lawrence Plastics, LLC | not reported in the loaded dataset | 2023 |
| Chase Plastic Services, Inc. Welfare Benefit Plan | Chase Plastic Services, Inc. | not reported in the loaded dataset | 2023 |
| Ismail B. Sendi M.D., P.C. Dba New Oakland Family Centers Health And Welfare Benfits Plan | New Oakland Family Centers | not reported in the loaded dataset | 2023 |
| Oscar W. Larson Company Restated Employee Benefit Plan | Oscar W. Larson Company | not reported in the loaded dataset | 2023 |
| Sumida America Inc. Employee Health Benefit Plan | Sumida America Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Clarkston → · Clarkston plans by participants → · Clarkston plans with financial data → · Clarkston plans with provider compensation → · $1B+ plans in Clarkston →
Related Form 5500 pages
- All MI Form 5500 filings
- Owl Services 401(K) Plan (plan 003)
- The Oscar W. Larson Company — all reported plans
- Chase Plastic Services, Inc. 401k Retirement Plan (plan 001)
- Chase Plastic Services, Inc. — all reported plans
- Sumida America Inc. 401(K) Plan (plan 001)
- Sumida America Inc. — all reported plans
- Optimizerx Corporation 401(K) Profit Sharing Plan (plan 001)
- Optimizerx Corporation — all reported plans
- Bowman 401(K) Plan (plan 002)
- Bowman Auto Group, Inc. — all reported plans
- Union Joints Multiple Employer Plan (plan 001)
- Union Joints LLC — all reported plans
- Oakland Insurance Agency 401(K) Profit Sharing Plan (plan 001)
- Oakland Insurance Agency — all reported plans
- New Oakland Child-Adolescent And Family Center 401(K) Profit Sharing Plan (plan 001)
- Ismail B. Sendi, Md Pc — all reported plans
- J&M Hardware Incorporated Retirement Plan (plan 001)
- J&M Hardware Incorporated — all reported plans
- Clarkston Surgery Center 401(K) Plan (plan 001)
- Clarkston Asc Partners, LLC Dba Clarkston Surgery Center — all reported plans
- Professional Business Coaching, Inc. 401(K) Profit Sharing Plan (plan 001)
- Professional Business Coaching, Inc. — all reported plans
- Pg Dragonfly Incorporated Retirement Plan (plan 001)
- Pg Dragonfly Incorporated — all reported plans
- Pup Squad, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pup Squad, Inc. — all reported plans
- Jumpstart Corporation Retirement Plan (plan 001)
- Jumpstart Corporation — all reported plans
- Moosedawg Mocha, Inc. 401(K) Plan (plan 001)
- Moosedawg Mocha, Inc. — all reported plans
- Methodology
- Data sources