Plan5500

Stevensville, 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, Stevensville, MI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $155,645,897 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Stevensville

  • 4 loaded plans hold $155.6M in reported assets across 4 sponsors.
  • The largest, Jr Technology Group Retirement Savings Plan, holds 94% of reported Stevensville plan assets.
  • Plans cover 2,195 participants — about 549 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$155.6MSummed across loaded plans$155,645,897
Total reported assets$155.6M$155,645,897
Total reported participants2.2K2,195
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$155.6M total assets
Net assets$155.6MLiabilities$0
Contributions & income
Employer contributions$4.3M
Participant contributions$14.1M
Total income / additions$44.7M
Expenses & distributions
Benefits paid / distributions$12.7M
Total expenses$12.9M
Net increase / (decrease)$31.8M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

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

Stevensville market comparison

Largest plan share of assets94%Jr Technology Group Retirement Savings Plan
Participants per plan549Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Stevensville

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

  1. 1
    Jr Technology Group Retirement Savings Plan$147M
    Jr Technology Group, LLC · 2023
  2. 2
    Accu Die And Mold, Inc., 401(K) Retirement Plan$6.4M
    Accu Die And Mold, Inc. · 2023
  3. 3
    Custom Tool And Die Co. Retirement 401(K) Plan$1.9M
    Custom Tool And Die Co. · 2023
  4. 4
    Ldb Family Cleaning Services Retirement Plan$347.6K
    Ldb Family Cleaning Services Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Stevensville, MI?
4 plan(s) reported by 4 sponsor(s) are loaded for Stevensville, MI.

Related Form 5500 pages