How many benefit plans does First Bank Upper Michigan report on Form 5500?

First Bank Upper Michigan (EIN 38-0579985) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for First Bank Upper Michigan?

The Employer Identification Number (EIN) reported for First Bank Upper Michigan is 38-0579985.

What is the latest Form 5500 filing year for First Bank Upper Michigan?

The latest loaded Form 5500 filing year for First Bank Upper Michigan is 2023.

First Bank Upper Michigan — 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, First Bank Upper Michigan (EIN 38-0579985) is a plan sponsor located in Gladstone, MI with 1 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: 38-0579985
Location: Gladstone, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $25,888,435
Total reported net assets (EOY): $25,888,435

Contributions & income

Employer contributions: $421,435
Participant contributions: $673,855
Total income / additions: $4,880,205

Expenses & distributions

Benefits paid / distributions: $1,107,293
Total expenses: $1,109,543
Net increase / (decrease): $3,770,662

Coverage

Total reported participants: 298
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

First Bank Upper Michigan plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
First Bank Upper Michigan Def Comp P/S	002	184	$25,888,435	2023
The First Bank, Upper Michigan Employee Benefits Plan	504	114	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 First Bank Upper Michigan
Year	Plan	Participants	Schedules	Filing
2023	The First Bank, Upper Michigan Employee Benefits Plan	114	—	20240502114600NAL0029927922001
2023	First Bank Upper Michigan Def Comp P/S	184	H, C	20250117143006NAL0014892499001