Plan5500

Newaygo, 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, Newaygo, MI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,892,078 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Newaygo

  • 4 loaded plans hold $3.9M in reported assets across 3 sponsors.
  • The largest, G-M Companies 401(K) Plan & Trust, holds 73% of reported Newaygo plan assets.
  • Plans cover 441 participants — about 110 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.9MSummed across loaded plans$3,892,078
Total reported assets$3.9M$3,892,078
Total reported participants441
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities$0
Contributions & income
Employer contributions$13.4K
Participant contributions$478.7K
Total income / additions$858.8K
Expenses & distributions
Benefits paid / distributions$213.5K
Total expenses$215.9K
Net increase / (decrease)$642.9K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Newaygo market comparison

Largest plan share of assets73%G-M Companies 401(K) Plan & Trust
Participants per plan110Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Newaygo

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

  1. 1
    G-M Companies 401(K) Plan & Trust$2.8M
    G-M Companies, Inc. · 2023
  2. 2
    Essential Billing Strategies Inc 401k Profit Sharing Plan$918.8K
    Essential Billing Strategies Inc · 2023
  3. 3
    Kaparode, Inc. 401(K) Plan$136.9K
    Kaparode, Inc. · 2023
  4. 4
    G-M Companies, Inc. Health Plannot reported in the loaded dataset
    G-M Companies, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages