West Branch, 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, West Branch, MI has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $14,853,678 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,853,678
- Total reported liabilities (EOY)
- $15,714
- Total reported net assets (EOY)
- $14,837,964
Contributions & income
- Employer contributions
- $1,014,861
- Participant contributions
- $375,086
- Total income / additions
- $1,569,846
Expenses & distributions
- Benefits paid / distributions
- $779,034
- Total expenses
- $828,542
- Net increase / (decrease)
- $741,304
Coverage
- Total reported participants
- 572
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Branch, 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 |
|---|---|---|---|
| Griffin Beverage Company 401(K) Plan | Griffin Beverage Company | $13,889,173 | 2023 |
| Walker Agency Of Michigan, Inc. 401(K) Plan | Walker Agency Of Michigan, Inc. | $569,951 | 2023 |
| Johnie Baker Juan Retirement Plan | Johnie Baker Juan | $183,440 | 2023 |
| Kj Dynamics Co. Retirement Plan | Kj Dynamics Co. | $120,000 | 2023 |
| Daesian Venture Group Inc. 401(K) Plan | Daesian Venture Group Inc. | $91,114 | 2023 |
| Mymichigan Medical Center West Branch Retiree Health Plan | West Branch Regional Medical Center | not reported in the loaded dataset | 2023 |
| Griffin Beverage Company Welfare Benefit Plan | Griffin Beverage Company | not reported in the loaded dataset | 2023 |
Largest plans in West Branch → · West Branch plans by participants → · West Branch plans with financial data → · West Branch plans with provider compensation → · $1B+ plans in West Branch →
Related Form 5500 pages
- All MI Form 5500 filings
- Griffin Beverage Company 401(K) Plan (plan 001)
- Griffin Beverage Company — all reported plans
- Walker Agency Of Michigan, Inc. 401(K) Plan (plan 001)
- Walker Agency Of Michigan, Inc. — all reported plans
- Johnie Baker Juan Retirement Plan (plan 001)
- Johnie Baker Juan — all reported plans
- Kj Dynamics Co. Retirement Plan (plan 001)
- Kj Dynamics Co. — all reported plans
- Daesian Venture Group Inc. 401(K) Plan (plan 001)
- Daesian Venture Group Inc. — all reported plans
- Mymichigan Medical Center West Branch Retiree Health Plan (plan 502)
- West Branch Regional Medical Center — all reported plans
- Griffin Beverage Company Welfare Benefit Plan (plan 501)
- Methodology
- Data sources