Plan5500

Lincoln Park, 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, Lincoln Park, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,797,557 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Lincoln Park

  • 2 loaded plans hold $3.8M in reported assets across 2 sponsors.
  • The largest, Paul M Polyviou, Dds, Pc Profit Sharing Plan & Trust, holds 77% of reported Lincoln Park plan assets.
  • Plans cover 34 participants — about 17 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$3.8MSummed across loaded plans$3,797,557
Total reported assets$3.8M$3,797,557
Total reported participants34
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities—
Contributions & income
Employer contributions$42.8K
Participant contributions$54.4K
Total income / additions$622.5K
Expenses & distributions
Benefits paid / distributions$36.3K
Total expenses$496.3K
Net increase / (decrease)$126.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Lincoln Park market comparison

Largest plan share of assets77%Paul M Polyviou, Dds, Pc Profit Sharing Plan & Trust
Participants per plan17Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lincoln Park

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

  1. 1
    Paul M Polyviou, Dds, Pc Profit Sharing Plan & Trust$2.9M
    Paul M. Polyviou, D.D.S., P.C. · 2023
  2. 2
    Employee'S Profit Sharing Plan & Trust Of Partners In Foots Health, P.C.$879.7K
    Partners In Foot Health, P.C. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages