Plan5500

Kalkaska, 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, Kalkaska, MI has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $13,350,900 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
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,812,942
Total reported assets$13.4M$13,350,900
Total reported participants606
Total reported liabilities$10.5M$10,537,958

Reported net position

Reported assets = net assets + liabilities (summed)$13.4M total assets
Net assets$2.8MLiabilities$10.5M
Contributions & income
Employer contributions$914.3K
Participant contributions$373.3K
Total income / additions-$7.3M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)-$8.7M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Kalkaska market comparison

Largest plan share of assets50%Kalkaska Screw Products, Inc. Employee Stock Ownership And 401(K) Plan
Participants per plan121Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Kalkaska

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

  1. 1
    Kalkaska Screw Products, Inc. Employee Stock Ownership And 401(K) Plan$6.7M
    Kalkaska Screw Products, Inc. · 2023
  2. 2
    Wayne Wire Cloth Products Inc. Employee 401(K) Retirement Plan$5.1M
    Wayne Wire Cloth Products, Inc. · 2023
  3. 3
    Beckman Production Services, Inc. Employee Stock Ownership Plan$1M
    Beckman Production Services, Inc. · 2023
  4. 4
    Cooper'S Downtime Adventures, Inc. 401(K) Plan$521.8K
    Cooper'S Downtime Adventures, Inc. · 2023
  5. 5
    Wayne Wire Cloth Products, Inc. Employee Benefit Plannot reported in the loaded dataset
    Wayne Wire Cloth Products, Inc. · 2023

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

Related Form 5500 pages