Plan5500

Saugatuck, 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, Saugatuck, MI has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $5,280,915 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Saugatuck

  • 5 loaded plans hold $5.3M in reported assets across 5 sponsors.
  • The largest, Lp Operations, Inc. 401(K) Plan, holds 50% of reported Saugatuck plan assets.
  • Plans cover 34 participants — about 7 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$5.3MSummed across loaded plans$5,305,002
Total reported assets$5.3M$5,280,915
Total reported participants34
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.3M total assets
Net assets$5.3MLiabilities$0
Contributions & income
Employer contributions$1.8K
Participant contributions$1.8K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$25
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Saugatuck market comparison

Largest plan share of assets50%Lp Operations, Inc. 401(K) Plan
Participants per plan7Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Saugatuck

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

  1. 1
    Lp Operations, Inc. 401(K) Plan$2.6M
    Lp Operations, Inc. · 2023
  2. 2
    Jhci, Inc. 401(K) Plan$1.4M
    Jhci, Inc. · 2023
  3. 3
    Roan And Black, Inc. 401(K) Plan$1M
    Roan And Black, Inc. · 2023
  4. 4
    Brightside Holding Corporation 401(K) Plan$186.3K
    Brightside Holding Corporation · 2023
  5. 5
    Fundamental, Inc. 401k Profit Sharing Plan$0
    Fundamental, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Saugatuck, MI?
5 plan(s) reported by 5 sponsor(s) are loaded for Saugatuck, MI.

Related Form 5500 pages