Plan5500

Franklin, 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, Franklin, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $352,808 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
2
Latest filing year
2023

What stands out in Franklin

  • 2 loaded plans hold $352.8K in reported assets across 2 sponsors.
  • The largest, O.L. Matthews, M.C., P.C. Profit Sharing Plan & Tr, holds 68% of reported Franklin plan assets.
  • Plans cover 21 participants — about 11 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$352.8KSummed across loaded plans$352,808
Total reported assets$352.8K$352,808
Total reported participants21
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$352.8K total assets
Net assets$352.8KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$8.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$3.1K
Net increase / (decrease)-$11.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Franklin market comparison

Largest plan share of assets68%O.L. Matthews, M.C., P.C. Profit Sharing Plan & Tr
Participants per plan11Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Franklin

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

  1. 1
    O.L. Matthews, M.C., P.C. Profit Sharing Plan & Tr$240.9K
    O L Matthews Md Pc · 2023
  2. 2
    Kkj Restaurant Group, Inc. 401(K) Plan$111.9K
    Kkj Restaurant Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages