White Lake, 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, White Lake, MI has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $11,911,601 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,911,601
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,911,601

Contributions & income

Employer contributions
$167,057
Participant contributions
$848,774
Total income / additions
$3,698,050

Expenses & distributions

Benefits paid / distributions
$624,162
Total expenses
$693,712
Net increase / (decrease)
$3,004,338

Coverage

Total reported participants
347
Plans with financial statements
9
Plans with provider compensation
1

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

Largest loaded plans in White Lake, MI
PlanSponsorReported assets (EOY)Year
Szott Automotive 401(K) Plan & TrustSzott M-59 Chrysler-Jeep, Inc.$9,138,8472023
Detection Systems And Engineering, Company 401(K) PlanDetection Systems And Engineering, Company$846,1162023
Sidor Staffing 1, Corporation 401(K) PlanSidor Staffing 1, Corporation$841,7832023
Shelloco Inc. Retirement PlanShelloco Inc.$523,4902023
Hot Dog Studio Investments Inc. Retirement PlanHot Dog Studio Investments Inc.$296,5122023
D&L Jones, Inc. Profit Sharing PlanD&L Jones, Inc.$164,4162023
Infolytix Corporation 401(K) Profit Sharing PlanInfolytix Corporation$72,6422023
Leick Holdings Incorporated 401(K) Profit Sharing PlanLeick Holdings Incorporated$27,7952023
Sedlak Industries Incorporated Retirement PlanSedlak Industries Incorporated$02023

Related Form 5500 pages