Plan5500

Lake Odessa, 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, Lake Odessa, MI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $734,652 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Lake Odessa

  • 1 loaded plans hold $734.7K in reported assets across 1 sponsors.
  • The largest, Scheidt Mgmt Inc. 401(K) Plan, holds 100% of reported Lake Odessa plan assets.
  • Plans cover 31 participants — about 31 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$734.7KSummed across loaded plans$734,652
Total reported assets$734.7K$734,652
Total reported participants31
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$734.7K total assets
Net assets$734.7KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$6.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$6.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Lake Odessa market comparison

Largest plan share of assets100%Scheidt Mgmt Inc. 401(K) Plan
Participants per plan31Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lake Odessa

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

  1. 1
    Scheidt Mgmt Inc. 401(K) Plan$734.7K
    Scheidt Mgmt Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Odessa, MI?
1 plan(s) reported by 1 sponsor(s) are loaded for Lake Odessa, MI.

Related Form 5500 pages