Plan5500

Harbor Springs, 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, Harbor Springs, MI has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $3,914,442 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Harbor Springs

  • 7 loaded plans hold $3.9M in reported assets across 6 sponsors.
  • The largest, Gowan & Sons Retirement Plan, holds 51% of reported Harbor Springs plan assets.
  • Plans cover 235 participants — about 34 per plan.
  • 71% 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$3.9MSummed across loaded plans$3,914,442
Total reported assets$3.9M$3,914,442
Total reported participants235
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities—
Contributions & income
Employer contributions$12.9K
Participant contributionsNot reported
Total income / additions-$21.2K
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.7M
Net increase / (decrease)-$2.7M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation0 / 7 ()

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

Harbor Springs market comparison

Largest plan share of assets51%Gowan & Sons Retirement Plan
Participants per plan34Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Harbor Springs

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

  1. 1
    Gowan & Sons Retirement Plan$2M
    Gowan & Sons, Inc. · 2023
  2. 2
    Gurney'S Habor Bottle Shop, Inc. Ps Plan$1.5M
    Gurney'S Harbor Bottle Shop, Inc. · 2023
  3. 3
    Kuhlhawk Ventures Inc. Retirement Plan$403.4K
    Kuhlhawk Ventures Inc. · 2023
  4. 4
    Builders & Contractors Supp Unemployment Ins Plan$4.6K
    Tri-County Excavating Group LLC · 2023
  5. 5
    Darrell M. Amlin, Pc Profit Sharing Plan & Trust$0
    Darrell M Amlin Pc · 2023
  6. 6
    Walstrom Marine Medical Plannot reported in the loaded dataset
    Walstrom Marine LLC · 2023
  7. 7
    Walstrom Marine Dental, Vision, Life And Disability Plannot reported in the loaded dataset
    Walstrom Marine LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Harbor Springs, MI?
7 plan(s) reported by 6 sponsor(s) are loaded for Harbor Springs, MI.

Related Form 5500 pages