Plan5500

Fair Haven, 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, Fair Haven, MI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $12,566,405 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Fair Haven

  • 2 loaded plans hold $12.6M in reported assets across 1 sponsors.
  • The largest, Ptm Corporation 401(K) Profit Sharing Plan & Trust, holds 100% of reported Fair Haven plan assets.
  • Plans cover 531 participants — about 266 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.6MSummed across loaded plans$12,566,405
Total reported assets$12.6M$12,566,405
Total reported participants531
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.6M total assets
Net assets$12.6MLiabilities$0
Contributions & income
Employer contributions$482.6K
Participant contributions$793.9K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Fair Haven market comparison

Largest plan share of assets100%Ptm Corporation 401(K) Profit Sharing Plan & Trust
Participants per plan266Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Fair Haven

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

  1. 1
    Ptm Corporation 401(K) Profit Sharing Plan & Trust$12.6M
    Ptm Corporation · 2023
  2. 2
    Ptm Corporation Employee Benefits Plannot reported in the loaded dataset
    Ptm Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages