Plan5500

Harrison Township, 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, Harrison Township, MI has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,807,526 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Harrison Township

  • 5 loaded plans hold $1.8M in reported assets across 5 sponsors.
  • The largest, Legacy Partners Ii 401(K) Plan, holds 66% of reported Harrison Township plan assets.
  • Plans cover 193 participants — about 39 per plan.
  • 80% 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$1.8MSummed across loaded plans$1,807,526
Total reported assets$1.8M$1,807,526
Total reported participants193
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$0
Contributions & income
Employer contributions$14.6K
Participant contributions$190.9K
Total income / additions$477.5K
Expenses & distributions
Benefits paid / distributions$88.7K
Total expenses$98.4K
Net increase / (decrease)$379.1K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Harrison Township market comparison

Largest plan share of assets66%Legacy Partners Ii 401(K) Plan
Participants per plan39Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Harrison Township

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

  1. 1
    Legacy Partners Ii 401(K) Plan$1.2M
    Legacy Partners Ii, LLC · 2023
  2. 2
    Dobreff Retirement Plan$352.1K
    Dobreff, Inc · 2023
  3. 3
    Smart Home Solutions, Inc. 401(K) Profit Sharing Plan$172.6K
    Smart Home Solutions, Inc. · 2023
  4. 4
    Sibner Enterprises Corp. 401(K) Plan$84.6K
    Sibner Enterprises Corp. · 2023
  5. 5
    Rtd 19, LLC Welfare Benefits Plannot reported in the loaded dataset
    Rtd 19 LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Harrison Township, MI?
5 plan(s) reported by 5 sponsor(s) are loaded for Harrison Township, MI.

Related Form 5500 pages