Swartz Creek, 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, Swartz Creek, MI has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $28,835,041 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $28,835,041
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $28,835,041
Contributions & income
- Employer contributions
- $396,153
- Participant contributions
- $687,549
- Total income / additions
- $5,557,529
Expenses & distributions
- Benefits paid / distributions
- $3,085,501
- Total expenses
- $3,126,208
- Net increase / (decrease)
- $2,431,321
Coverage
- Total reported participants
- 778
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Swartz Creek, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Hougen Manufacturing Inc 401k Plan | Hougen Manufacturing Inc | $21,028,091 | 2023 |
| Michigan Community Services Inc. 401k Profit-Sharing Plan | Michigan Community Services Inc. | $5,348,123 | 2023 |
| Mrasek & Associates, P.C. 401k Profit Sharing Plan | Mrasek & Associates, Pc | $2,458,827 | 2023 |
| Hougen Manufacturing Welfare Benefit Plan | Hougen Manufacturing Co., Inc. | not reported in the loaded dataset | 2023 |
| Abzac-Us Welfare Plan | Nagel Paper Inc | not reported in the loaded dataset | 2023 |
Largest plans in Swartz Creek → · Swartz Creek plans by participants → · Swartz Creek plans with financial data → · Swartz Creek plans with provider compensation → · $1B+ plans in Swartz Creek →
Related Form 5500 pages
- All MI Form 5500 filings
- Hougen Manufacturing Inc 401k Plan (plan 002)
- Hougen Manufacturing Inc — all reported plans
- Michigan Community Services Inc. 401k Profit-Sharing Plan (plan 001)
- Michigan Community Services Inc. — all reported plans
- Mrasek & Associates, P.C. 401k Profit Sharing Plan (plan 001)
- Mrasek & Associates, Pc — all reported plans
- Hougen Manufacturing Welfare Benefit Plan (plan 501)
- Abzac-Us Welfare Plan (plan 501)
- Nagel Paper Inc — all reported plans
- Methodology
- Data sources