Plan5500

Negaunee, 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, Negaunee, MI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $495,613 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
3
Latest filing year
2023

What stands out in Negaunee

  • 3 loaded plans hold $495.6K in reported assets across 3 sponsors.
  • The largest, 510 Holdings, Inc. 401(K) Plan, holds 59% of reported Negaunee plan assets.
  • Plans cover 221 participants — about 74 per plan.
  • 67% 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$495.6KSummed across loaded plans$495,613
Total reported assets$495.6K$495,613
Total reported participants221
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$495.6K total assets
Net assets$495.6KLiabilities$0
Contributions & income
Employer contributions$44.2K
Participant contributions$0
Total income / additions$35.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$35.5K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Negaunee market comparison

Largest plan share of assets59%510 Holdings, Inc. 401(K) Plan
Participants per plan74Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Negaunee

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

  1. 1
    510 Holdings, Inc. 401(K) Plan$291.6K
    510 Holdings, Inc. · 2023
  2. 2
    U.P. Fabricating Co. Inc. Employee Stock Ownership Plan$204K
    U.P. Fabricating Co. Inc. · 2023
  3. 3
    Eastwood Nursing Center Life Insurance Plannot reported in the loaded dataset
    Eastwood Nursing Center Of Negaunee Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages