Plan5500

Holly, 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, Holly, MI has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $14,086,951 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
6
Latest filing year
2023

What stands out in Holly

  • 6 loaded plans hold $14.1M in reported assets across 6 sponsors.
  • The largest, Fessler & Bowman, Inc. 401(K) Profit Sharing Plan, holds 89% of reported Holly plan assets.
  • Plans cover 520 participants — about 87 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.1MSummed across loaded plans$14,086,951
Total reported assets$14.1M$14,086,951
Total reported participants520
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.1M total assets
Net assets$14.1MLiabilities$0
Contributions & income
Employer contributions$582K
Participant contributions$1.6M
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$360.3K
Total expenses$402.3K
Net increase / (decrease)$3M

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation1 / 6 (17%)

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

Holly market comparison

Largest plan share of assets89%Fessler & Bowman, Inc. 401(K) Profit Sharing Plan
Participants per plan87Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Holly

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

  1. 1
    Fessler & Bowman, Inc. 401(K) Profit Sharing Plan$12.6M
    Fessler & Bowman, Inc. · 2023
  2. 2
    Pipes963 Enterprises, Inc. 401(K) Plan$759.6K
    Pipes963 Enterprises, Inc. · 2023
  3. 3
    Mara Technology Usa Inc. Retirement Trust$305.4K
    Mara Technologies Usa Inc. · 2023
  4. 4
    D & D Haigh Enterprises Corporation Profit Sharing Plan$202.8K
    D & D Haigh Enterprises Corporation · 2023
  5. 5
    Jcm Ventures, Inc. Retirement Plan$121.6K
    Jcm Ventures, Inc. · 2023
  6. 6
    Quite Contrary Enterprises, Inc. 401(K) Profit Sharing Plan$100.1K
    Quite Contrary Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages