Oxford, 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, Oxford, MI has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,564,309 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,564,309
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,564,309

Contributions & income

Employer contributions
$511,942
Participant contributions
$1,479,940
Total income / additions
$4,320,067

Expenses & distributions

Benefits paid / distributions
$2,444,936
Total expenses
$2,525,637
Net increase / (decrease)
$1,794,430

Coverage

Total reported participants
1,121
Plans with financial statements
4
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oxford, 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 Oxford, MI
PlanSponsorReported assets (EOY)Year
Oxford Bank Employees' Retirement PlanOxford Bank$6,551,1552023
Advanced Auto Trends Employee Savings And Retirement PlanAdvanced Auto Trends, Inc.$5,780,2362023
Training And Treatment InnovationsTraining And Treatment Innovations, Inc.$4,437,2612023
North Oakland Dental Group 401(K) PlanNorth Oakland Dental Group$795,6572023
Msp Industries Corporation Health Plan Including Cafeteria Plan ProvisionsMsp Industries Corporationnot reported in the loaded dataset2023
Oxford Bank Welfare Benefit PlanOxford Banknot reported in the loaded dataset2023
Training & Treatment Innovations, Inc. Welfare Benefit PlanTraining And Treatment Innovations, Inc.not reported in the loaded dataset2023

Related Form 5500 pages