South Haven, 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, South Haven, MI has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $312,564 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$312.6KSummed across loaded plans$312,564
Total reported assets$312.6K$312,564
Total reported participants4.3K4,336
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$312.6K total assets
Net assets$312.6KLiabilities$0
Contributions & income
Employer contributions$22.8K
Participant contributions$0
Total income / additions$126.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.8K
Net increase / (decrease)$125.1K

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation0 / 6 ()

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

South Haven market comparison

Largest plan share of assets58%Veritas Estate Hospitality Inc 401(K) Plan
Participants per plan723Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in South Haven

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

  1. 1
    Veritas Estate Hospitality Inc · 2023
  2. 2
    Hoag Ventures Inc. · 2023
  3. 3
    Thomas Excavating Inc. · 2023
  4. 4
  5. 5
    Trelleborg Corporation Welfare Benefits Plannot reported in the loaded dataset
    Trelleborg Corporation · 2023
  6. 6
    Vibracoustic Employee Benefit Plannot reported in the loaded dataset
    Vibracoustic Usa, Inc. · 2023

Related Form 5500 pages