Plan5500

Pleasant Ridge, 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, Pleasant Ridge, MI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $845,795 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 Pleasant Ridge

  • 3 loaded plans hold $845.8K in reported assets across 3 sponsors.
  • The largest, John D Steves Cash Balance Plan, holds 59% of reported Pleasant Ridge plan assets.
  • Plans cover 3 participants — about 1 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$845.8KSummed across loaded plans$845,795
Total reported assets$845.8K$845,795
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$845.8K total assets
Net assets$845.8KLiabilities—
Contributions & income
Employer contributions$159.6K
Participant contributions$30K
Total income / additions$306.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$306.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Pleasant Ridge market comparison

Largest plan share of assets59%John D Steves Cash Balance Plan
Participants per plan1Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Pleasant Ridge

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

  1. 1
    John D Steves Cash Balance Plan$502.7K
    John D Steves · 2023
  2. 2
    Property Management Advantage Incorporated Retirement Plan$200K
    Property Management Advantage Incorporated · 2023
  3. 3
    John D Steves 401k Profit Sharing Plan$143.1K
    John D Steves · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages