How many benefit plans does Client Financial Services Of Michigan, LLC report on Form 5500?

Client Financial Services Of Michigan, LLC (EIN 37-1517313) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Client Financial Services Of Michigan, LLC?

The Employer Identification Number (EIN) reported for Client Financial Services Of Michigan, LLC is 37-1517313.

What is the latest Form 5500 filing year for Client Financial Services Of Michigan, LLC?

The latest loaded Form 5500 filing year for Client Financial Services Of Michigan, LLC is 2023.

Client Financial Services Of Michigan, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Client Financial Services Of Michigan, LLC (EIN 37-1517313) is a plan sponsor located in Fenton, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 37-1517313
Location: Fenton, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $1,786,209
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $1,786,209

Contributions & income

Employer contributions: $20,000
Participant contributions: $215,156
Total income / additions: $485,420

Expenses & distributions

Benefits paid / distributions: $22,773
Total expenses: $26,230
Net increase / (decrease): $459,190

Coverage

Total reported participants: 280
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Client Financial Services Of Michigan, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Client Financial Services Of Michigan LLC 401(K) Profit Sharing Plan	001	129	$1,786,209	2023
Client Financial Services Of Michigan LLC Welfare Benefit Plan	501	151	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Client Financial Services Of Michigan, LLC
Year	Plan	Participants	Schedules	Filing
2023	Client Financial Services Of Michigan LLC Welfare Benefit Plan	151	—	20240710174819NAL0008866739001
2023	Client Financial Services Of Michigan LLC 401(K) Profit Sharing Plan	129	H, C	20241014083213NAL0013012147001