Shelby Township, 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, Shelby Township, MI has 48 loaded benefit plan(s) reported by 38 plan sponsor(s), with $267,748,575 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
48
Plan sponsors
38
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$267,748,575
Total reported liabilities (EOY)
$14,052,183
Total reported net assets (EOY)
$253,696,392

Contributions & income

Employer contributions
$8,044,818
Participant contributions
$21,483,314
Total income / additions
$88,706,250

Expenses & distributions

Benefits paid / distributions
$21,598,547
Total expenses
$22,663,819
Net increase / (decrease)
$66,042,431

Coverage

Total reported participants
15,446
Plans with financial statements
35
Plans with provider compensation
11

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shelby Township, 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 Shelby Township, MI
PlanSponsorReported assets (EOY)Year
Burke Porter Group Retirement And Savings PlanBpg Americas Inc.$94,882,1692023
Aew, Inc. Retirement PlanAnderson, Eckstein And Westrick, Inc.$49,385,6702023
Dan'S Excavating, Inc. 401(K) PlanDan'S Excavating, Inc.$24,098,7702023
Lombardo 401(K) PlanLombardo Homes Of Michigan LLC$20,793,4142023
Brown-Campbell Company 401(K) PlanBrown-Campbell Company$12,355,1872023
Patton Wings, Inc. 401(K) PlanPatton Wings, Inc.$11,863,0352023
Century Plastics, LLC 401(K) Profit Sharing PlanCentury Plastics, LLC$9,685,5832023
Advantage Electric & Controls, Inc. Employee Stock Ownership PlanAdvantage Electric & Controls, Inc.$8,920,0862023
S.B.T. 401(K) PlanSmith Brothers Tool Company$4,549,8462023
Beacon Tri-State Solutions Inc. Retirement Savings PlanBeacon Tri-State Solutions Inc.$4,232,0142023
Day & Ross Usa, Inc. Retirement PlanDay & Ross Usa, Inc.$3,941,4632023
Global Engineering, Inc. Profit Sharing Plan & TrustGlobal Engineering, Inc.$3,916,8262023
Allure Medical Spa 401(K) TrustAllure Medical Spa$3,036,9832023
Nidell/Pro Med 401k PlanPro Med Delivery Service Inc$2,491,0292023
Dani'S Transport 401(K) PlanJadc Enterprises, Inc.$2,486,2772023
Avon Machining, LLC 401(K) PlanAvon Machining, LLC$2,287,6012023
Towner & Towner Pc Delcharter Guarantee & Trust Co PrototypeTowner & Towner Pc$1,706,0552023
Homing Pigeon Incorporated 401(K) Profit Sharing PlanHoming Pigeon Incorporated$1,627,9802023
Commoneo 401(K) PlanCommoneo, LLC$1,624,8462023
Macomb Visionary 401kMacomb Visionary Corporation$1,291,9332023
Sirco Associates, Inc. Employees' 401(K) TrustSirco Associates, Inc.$729,9422023
Beans And Leaves, Inc. 401(K) Profit Sharing PlanBeans And Leaves, Inc.$538,3672023
Hc Personal Fitness, Inc. Retirement PlanHc Personal Fitness, Inc.$328,0742023
Marceau Enterprises, Inc. Profit Sharing PlanMarceau Enterprises, Inc.$327,5712023
Duro Construction Co Inc Profit Sharing PlanDuro Construction Co Inc$222,8682023

Related Form 5500 pages