Ionia, 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, Ionia, MI has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $146,304,251 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $146,304,251
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $146,304,251
Contributions & income
- Employer contributions
- $4,111,342
- Participant contributions
- $8,478,289
- Total income / additions
- $35,204,101
Expenses & distributions
- Benefits paid / distributions
- $18,174,866
- Total expenses
- $18,612,359
- Net increase / (decrease)
- $16,591,742
Coverage
- Total reported participants
- 5,076
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ionia, 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 |
|---|---|---|---|
| Independent Bank Corporation 401(K) Plan | Independent Bank Corporation | $88,751,664 | 2023 |
| The Matcor - Matsu Retirement Savings Plan | Matcor Automotive (Michigan), Inc. | $38,757,477 | 2023 |
| Independent Bank Corporation Employee Stock Ownership Plan | Independent Bank Corporation | $14,803,103 | 2023 |
| Ionia County Community Mental Health Authority 401(A) Plan | Ionia County Community Mental Health Authorit | $3,992,007 | 2023 |
| Independent Bank Corporation Employee Benefit Plan | Independent Bank Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Ionia → · Ionia plans by participants → · Ionia plans with financial data → · Ionia plans with provider compensation → · $1B+ plans in Ionia →
Related Form 5500 pages
- All MI Form 5500 filings
- Independent Bank Corporation 401(K) Plan (plan 003)
- Independent Bank Corporation — all reported plans
- The Matcor - Matsu Retirement Savings Plan (plan 005)
- Matcor Automotive (Michigan), Inc. — all reported plans
- Independent Bank Corporation Employee Stock Ownership Plan (plan 004)
- Ionia County Community Mental Health Authority 401(A) Plan (plan 001)
- Ionia County Community Mental Health Authorit — all reported plans
- Independent Bank Corporation Employee Benefit Plan (plan 501)
- Methodology
- Data sources