Homer, 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, Homer, MI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,126,408 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,126,408
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,126,408
Contributions & income
- Employer contributions
- $401,137
- Participant contributions
- $818,361
- Total income / additions
- $4,142,396
Expenses & distributions
- Benefits paid / distributions
- $283,488
- Total expenses
- $313,684
- Net increase / (decrease)
- $3,828,712
Coverage
- Total reported participants
- 425
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Homer, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Folk Oil Company, Inc. 401k Profit Sharing Plan | Folk Oil Company, Inc. | $10,141,890 | 2023 |
| Djs Systems, Inc. 401(K) Profit Sharing Plan | Djs Systems, Inc. | $3,876,518 | 2023 |
| Youth Matters, Inc. Retirement Plan | Youth Matters, Inc. | $108,000 | 2023 |
Largest plans in Homer → · Homer plans by participants → · Homer plans with financial data → · Homer plans with provider compensation → · $1B+ plans in Homer →
Related Form 5500 pages
- All MI Form 5500 filings
- Folk Oil Company, Inc. 401k Profit Sharing Plan (plan 001)
- Folk Oil Company, Inc. — all reported plans
- Djs Systems, Inc. 401(K) Profit Sharing Plan (plan 001)
- Djs Systems, Inc. — all reported plans
- Youth Matters, Inc. Retirement Plan (plan 001)
- Youth Matters, Inc. — all reported plans
- Methodology
- Data sources