Plan5500

Onsted, 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, Onsted, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,735,625 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 Onsted

  • 2 loaded plans hold $4.7M in reported assets across 2 sponsors.
  • The largest, Honeytree Inc 401(K) Profit Sharing Plan & Trust, holds 55% of reported Onsted plan assets.
  • Plans cover 139 participants — about 70 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$4.7MSummed across loaded plans$4,735,625
Total reported assets$4.7M$4,735,625
Total reported participants139
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$110.7K
Participant contributions$166.4K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$148.6K
Total expenses$173.1K
Net increase / (decrease)$885.4K

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 Onsted, 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

Onsted market comparison

Largest plan share of assets55%Honeytree Inc 401(K) Profit Sharing Plan & Trust
Participants per plan70Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Onsted

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

  1. 1
    Honeytree Inc 401(K) Profit Sharing Plan & Trust$2.6M
    Honeytree Inc · 2023
  2. 2
    Topical Review Book Company Retirement Savings Plan$2.1M
    Topical Review Book Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages