Plan5500

Lapeer, 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, Lapeer, MI has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $5,451,693 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Lapeer

  • 8 loaded plans hold $5.5M in reported assets across 8 sponsors.
  • The largest, Timber Systems, LLC 401(K) Profit Sharing Plan And Trust, holds 52% of reported Lapeer plan assets.
  • Plans cover 586 participants — about 73 per plan.
  • 50% 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$5.3MSummed across loaded plans$5,277,528
Total reported assets$5.5M$5,451,693
Total reported participants586
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.3MLiabilities$0
Contributions & income
Employer contributions$28.9K
Participant contributions$164.5K
Total income / additions$872.8K
Expenses & distributions
Benefits paid / distributions$120.2K
Total expenses$152.1K
Net increase / (decrease)$720.7K

Data coverage

Plans with financial statements4 / 8 (50%)
Plans with provider compensation0 / 8 ()

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

Lapeer market comparison

Largest plan share of assets52%Timber Systems, LLC 401(K) Profit Sharing Plan And Trust
Participants per plan73Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Lapeer

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

  1. 1
    Timber Systems, LLC 401(K) Profit Sharing Plan And Trust$2.8M
    Timber Systems, LLC · 2023
  2. 2
    Muir Brothers Funeral Home, Inc. 401(K) Profit Sharing Plan$2.4M
    Muir Brothers Funeral Home, Inc. · 2023
  3. 3
    The Katie Catlin Corporation 401k Profit Sharing Plan$174.2K
    The Katie Catlin Corporation · 2023
  4. 4
    2hb, Inc. 401(K) Plan$13.2K
    2hb, Inc. · 2023
  5. 5
    Albar Industries Welfare Benefit Plannot reported in the loaded dataset
    Albar Industries · 2023
  6. 6
    Ray C'S Cycle & Sports, Inc. Employees' Group Benefit Plannot reported in the loaded dataset
    Ray C'S Cycle & Sports Inc · 2023
  7. 7
    Lapeer Plating & Plastics Welfare Benefit Plannot reported in the loaded dataset
    Lapeer Plating & Plastics · 2023
  8. 8
    Web Press Of Michigan & Jams Media Health And Welfare Plannot reported in the loaded dataset
    Web Press Of Michigan, Jams Media LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lapeer, MI?
8 plan(s) reported by 8 sponsor(s) are loaded for Lapeer, MI.

Related Form 5500 pages