Gladstone, 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, Gladstone, MI has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $39,972,824 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$39,972,824
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$39,972,824

Contributions & income

Employer contributions
$548,638
Participant contributions
$1,248,471
Total income / additions
$7,863,574

Expenses & distributions

Benefits paid / distributions
$1,816,276
Total expenses
$1,848,581
Net increase / (decrease)
$6,014,993

Coverage

Total reported participants
957
Plans with financial statements
4
Plans with provider compensation
2

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

Largest loaded plans in Gladstone, MI
PlanSponsorReported assets (EOY)Year
First Bank Upper Michigan Def Comp P/SFirst Bank Upper Michigan$25,888,4352023
Besse Forest Products Group 401k Retirement Savings PlanBesse Forest Products, Inc.$12,165,8862023
Baybank'S Employees Ps & Deferred Compensation Plan & TrustBaybank Corporation$1,886,0912023
Little Bay Concrete Co Bargaining Unit 401 KLittle Bay Concrete Products$32,4122023
The First Bank, Upper Michigan Employee Benefits PlanFirst Bank, Upper Michigannot reported in the loaded dataset2023
Bfp Management IncBfp Management Incnot reported in the loaded dataset2023

Related Form 5500 pages