Plan5500

Saint Clair Shores, 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, Saint Clair Shores, MI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $86,004,596 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 Saint Clair Shores

  • 3 loaded plans hold $86M in reported assets across 3 sponsors.
  • The largest, Fisher & Company, Incorporated 401(K) Plan, holds 76% of reported Saint Clair Shores plan assets.
  • Plans cover 1,720 participants — about 573 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$86MSummed across loaded plans$86,004,596
Total reported assets$86M$86,004,596
Total reported participants1.7K1,720
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$86M total assets
Net assets$86MLiabilities$0
Contributions & income
Employer contributions$3.8M
Participant contributions$3.6M
Total income / additions$22.5M
Expenses & distributions
Benefits paid / distributions$8M
Total expenses$8.2M
Net increase / (decrease)$14.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint Clair Shores, 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

Saint Clair Shores market comparison

Largest plan share of assets76%Fisher & Company, Incorporated 401(K) Plan
Participants per plan573Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Saint Clair Shores

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

  1. 1
    Fisher & Company, Incorporated 401(K) Plan$65M
    Fisher & Company, Inc · 2023
  2. 2
    Lakeshore Ear, Nose And Throat Center, P.C. 401(K) Profit Sharing Plan And Trust$21M
    Lakeshore Ear, Nose And Throat Center, P.C. · 2023
  3. 3
    First State Bank Health And Welfare Plannot reported in the loaded dataset
    First State Financial Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages