Plan5500

Shelby Twp, 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 Twp, MI has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $6,388,885 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 Shelby Twp

  • 5 loaded plans hold $6.4M in reported assets across 5 sponsors.
  • The largest, Schwab Industries, Inc. 401(K) Profit Sharing Plan, holds 84% of reported Shelby Twp plan assets.
  • Plans cover 288 participants — about 58 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.5MSummed across loaded plans$6,459,169
Total reported assets$6.4M$6,388,885
Total reported participants288
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.5MLiabilities$0
Contributions & income
Employer contributions$79.1K
Participant contributions$428.3K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$365.7K
Total expenses$386.8K
Net increase / (decrease)$878.7K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

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

Shelby Twp market comparison

Largest plan share of assets84%Schwab Industries, Inc. 401(K) Profit Sharing Plan
Participants per plan58Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Shelby Twp

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

  1. 1
    Schwab Industries, Inc. 401(K) Profit Sharing Plan$5.4M
    Schwab Industries, Inc. · 2023
  2. 2
    Rsls Corporation Retirement Plan$696.6K
    Rsls Corporation · 2023
  3. 3
    Profit Sharing Plan & Trust D'Agostini Ltd Inc$333.7K
    Profit Sharing Plan And Trust Dagostini Ltd Inc · 2023
  4. 4
    Lampa Ventures Retirement Plan$0
    Lampa Ventures, Inc. · 2023
  5. 5
    Marolee Enterprises, Inc. 401(K) Profit Sharing Plan$0
    Marolee Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages