How many Form 5500 benefit plans are loaded for Hart, MI?

3 plan(s) reported by 3 sponsor(s) are loaded for Hart, MI.

Hart, 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, Hart, MI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,348,816 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 3
Plan sponsors: 3
Latest filing year: 2023

What stands out in Hart

3 loaded plans hold $3.3M in reported assets across 3 sponsors.
The largest, Wadel Stabilization Inc Profit Sharing 401(K) Plan, holds 48% of reported Hart plan assets.
Plans cover 49 participants — about 16 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$3.3MSummed across loaded plans$3,348,816

Total reported assets$3.3M$3,348,816

Total reported participants49

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets

Net assets$3.3MLiabilities—

Contributions & income

Employer contributions$77.2K

Participant contributions$229.3K

Total income / additions$703.1K

Expenses & distributions

Benefits paid / distributions$31.3K

Total expenses$31.7K

Net increase / (decrease)$671.5K

Data coverage

Plans with financial statements3 / 3 (100%)

Plans with provider compensation0 / 3 ()

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

Hart market comparison

Largest plan share of assets48%Wadel Stabilization Inc Profit Sharing 401(K) Plan

Participants per plan16Average across loaded plans

Plan sponsors3

Ranked by reported assets

Largest loaded plans in Hart

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

1
Wadel Stabilization Inc Profit Sharing 401(K) Plan$1.6M
Wadel Stabilization Inc · 2023
2
Lakeside Comprehensive Rehabilitation Inc 401(K) Plan$1.4M
Lakeside Comprehensive Rehabilitation Inc · 2023
3
Anchor Real Estate Inc Retirement Plan$349.2K
Anchor Real Estate Of Hart, Pc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hart, MI?: 3 plan(s) reported by 3 sponsor(s) are loaded for Hart, MI.