Ludington, 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, Ludington, MI has 23 loaded benefit plan(s) reported by 13 plan sponsor(s), with $111,547,306 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$111,547,306
Total reported liabilities (EOY)
$3,985,862
Total reported net assets (EOY)
$107,561,444

Contributions & income

Employer contributions
$4,168,415
Participant contributions
$6,856,106
Total income / additions
$24,254,131

Expenses & distributions

Benefits paid / distributions
$14,083,809
Total expenses
$14,369,358
Net increase / (decrease)
$9,884,773

Coverage

Total reported participants
6,292
Plans with financial statements
12
Plans with provider compensation
7

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

Largest loaded plans by reported assets

Largest loaded plans in Ludington, MI
PlanSponsorReported assets (EOY)Year
Whitehall Industries Profit-Sharing And 401(K) PlanUacj Automotive Whitehall Industries Inc$30,335,5532023
Metalworks, Inc. Profit Sharing And Retirement Savings Plan And Trust AgreementMetalworks, Inc.$15,253,8432023
Hardman Construction, Inc. Employee Stock Ownership PlanHardman Construction, Inc.$14,659,4632023
Floracraft, Inc. Profit Sharing/401(K) PlanFloracraft, Inc.$14,287,6382023
Western Land Services, Inc. 401(K) Retirement Savings PlanWestern Land Services, Inc.$13,648,1202023
Great Lakes Castings, LLC Retirement Savings PlanGreat Lakes Castings, LLC$11,196,8022023
House Of Flavors, Inc. Employee Retirement PlanHouse Of Flavors, Inc.$7,983,4322023
Indian Summer Co-Op, Inc. 401k Profit Sharing Plan & TrustIndian Summer Co-Op, Inc.$3,210,2042023
E-Pak Machinery, Inc. Employee Stock Ownership PlanE-Pak Machinery, Inc$448,4162023
Change Parts, Inc. Employee Stock Ownership PlanChange Parts, Inc.$371,9852023
751 Parts Company, Inc. 401(K) Plan751 Parts Company, Inc.$151,8502023
Qst Consultations Employee Stock Ownership PlanAbond Cro Inc$02023
Indian Summer Co-Op Inc. Health PlanIndian Summer Cooperative, Inc.not reported in the loaded dataset2023
House Of Flavors, Inc. Short-Term Disability PlanHouse Of Flavors, Inc.not reported in the loaded dataset2023
House Of Flavors, Inc. Dental PlanHouse Of Flavors, Inc.not reported in the loaded dataset2023
Floracraft, Inc. Group Insurance PlanFloracraft, Inc.not reported in the loaded dataset2023
House Of Flavors Inc Medical PlanHouse Of Flavors, Inc.not reported in the loaded dataset2023
Western Land Services Inc Health Benefit PlanWesern Land Services Incnot reported in the loaded dataset2023
Western Land Services Inc Insurance Welfare PlanWestern Land Services Incnot reported in the loaded dataset2023
Metalworks, Inc. Group Insurance PlanMetalworks, Inc.not reported in the loaded dataset2023
Great Lakes Castings, LLC Welfare Benefit PlanGreat Lakes Castings, LLCnot reported in the loaded dataset2023
Whitehall Industries, Inc. Voluntary Employee Benefit PlanUacj Automotive Whitehall Industries, Inc.not reported in the loaded dataset2023
West Shore Bank Employee Benefit PlanWest Shore Banknot reported in the loaded dataset2023

Related Form 5500 pages