Whitmore 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, Whitmore Lake, MI has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $51,182,118 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $51,182,118
- Total reported liabilities (EOY)
- $17,436,319
- Total reported net assets (EOY)
- $33,745,799
Contributions & income
- Employer contributions
- $1,036,035
- Participant contributions
- $1,263,473
- Total income / additions
- $18,722,386
Expenses & distributions
- Benefits paid / distributions
- $2,741,064
- Total expenses
- $3,370,642
- Net increase / (decrease)
- $15,351,744
Coverage
- Total reported participants
- 695
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitmore 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Rhetech, LLC 401(K) Savings Plan | Rhetech, LLC | $22,066,883 | 2023 |
| Balance Technology, Inc. 401(K) Plan | Balance Technology, Inc. | $17,120,638 | 2023 |
| D&R Earthmoving Employee Stock Ownership Plan | Dr Earthmoving Holdings, Inc. | $11,844,597 | 2023 |
| Messick Enterprise Coaching, Inc. Retirement Plan | Messick Enterprise Coaching, Inc. | $150,000 | 2023 |
| Rhetech, Rhetech Colors Health And Welfare Plans | Rhetech, LLC | not reported in the loaded dataset | 2023 |
| Balance Technology, Inc. Flexible Benefit Plan | Balance Technology, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Whitmore Lake → · Whitmore Lake plans by participants → · Whitmore Lake plans with financial data → · Whitmore Lake plans with provider compensation → · $1B+ plans in Whitmore Lake →
Related Form 5500 pages
- All MI Form 5500 filings
- Rhetech, LLC 401(K) Savings Plan (plan 001)
- Rhetech, LLC — all reported plans
- Balance Technology, Inc. 401(K) Plan (plan 001)
- Balance Technology, Inc. — all reported plans
- D&R Earthmoving Employee Stock Ownership Plan (plan 001)
- Dr Earthmoving Holdings, Inc. — all reported plans
- Messick Enterprise Coaching, Inc. Retirement Plan (plan 001)
- Messick Enterprise Coaching, Inc. — all reported plans
- Rhetech, Rhetech Colors Health And Welfare Plans (plan 501)
- Balance Technology, Inc. Flexible Benefit Plan (plan 502)
- Methodology
- Data sources