Columbia, 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, Columbia, MI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $294,954 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Columbia

  • 1 loaded plans hold $295K in reported assets across 1 sponsors.
  • The largest, One Source Employee Stock Ownership Plan, holds 100% of reported Columbia plan assets.
  • Plans cover 60 participants — about 60 per plan.
  • 100% 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-$44.6MSummed across loaded plans-$44,613,444
Total reported assets$295K$294,954
Total reported participants60
Total reported liabilities$44.9M$44,908,398

Reported net position

Reported assets = net assets + liabilities (summed)$295K total assets
Net assets-$44.6MLiabilities$44.9M
Contributions & income
Employer contributions$1.6M
Participant contributions$0
Total income / additions-$46.1M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$210.3K
Net increase / (decrease)-$46.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Columbia market comparison

Largest plan share of assets100%One Source Employee Stock Ownership Plan
Participants per plan60Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Columbia

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

  1. 1
    One Source Associates, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Columbia, MI?
1 plan(s) reported by 1 sponsor(s) are loaded for Columbia, MI.

Related Form 5500 pages