Plan5500

Kimball, 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, Kimball, MI has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,426,519 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
2
Latest filing year
2023

What stands out in Kimball

  • 3 loaded plans hold $9.4M in reported assets across 2 sponsors.
  • The largest, Preferred Industries, Inc. Employees' 401(K) Plan, holds 54% of reported Kimball plan assets.
  • Plans cover 421 participants — about 140 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4MSummed across loaded plans$9,426,519
Total reported assets$9.4M$9,426,519
Total reported participants421
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities$0
Contributions & income
Employer contributions$356.8K
Participant contributions$205K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$583.5K
Total expenses$612.4K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Kimball market comparison

Largest plan share of assets54%Preferred Industries, Inc. Employees' 401(K) Plan
Participants per plan140Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Kimball

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

  1. 1
    Preferred Industries, Inc. Employees' 401(K) Plan$5M
    Preferred Industries, Inc. · 2023
  2. 2
    Summit Management Consulting, L.L.C. Employees Savings Plan$4.4M
    Summit Management Consulting, L. · 2023
  3. 3
    Summit Management Consulting LLC Employee Benefits Plannot reported in the loaded dataset
    Summit Management Consulting LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kimball, MI?
3 plan(s) reported by 2 sponsor(s) are loaded for Kimball, MI.

Related Form 5500 pages