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DTE ENERGY COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameDTE ENERGY COMPANY RETIREMENT PLAN
Plan identification number 001

DTE ENERGY COMPANY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DTE ENERGY CORPORATE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:DTE ENERGY CORPORATE SERVICES, LLC
Employer identification number (EIN):205898509
NAIC Classification:221100

Additional information about DTE ENERGY CORPORATE SERVICES, LLC

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 2006-10-23
Company Identification Number: D1016J
Legal Registered Office Address: ONE ENERGY PLAZA 2057 WCB DETROIT 482261279


United States of America (USA)

More information about DTE ENERGY CORPORATE SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DTE ENERGY COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL S. COOPER
0012016-01-01MICHAEL S. COOPER
0012015-01-01JEFFREY C. WUEPPER
0012014-01-01JEFFREY C. WUEPPER
0012013-01-01JEFFREY C. WUEPPER
0012012-01-01JEFFREY C. WUEPPER
0012011-01-01JEFFREY C. WUEPPER
0012010-01-01JEFFREY C. WUEPPER
0012009-01-01JEFFREY C. WUEPPER
0012009-01-01JOANN CHAVEZ JOANN CHAVEZ2010-10-13

Plan Statistics for DTE ENERGY COMPANY RETIREMENT PLAN

401k plan membership statisitcs for DTE ENERGY COMPANY RETIREMENT PLAN

Measure Date Value
2022: DTE ENERGY COMPANY RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-314,856,774,309
Acturial value of plan assets2022-12-314,618,498,750
Funding target for retired participants and beneficiaries receiving payment2022-12-312,496,609,864
Number of terminated vested participants2022-12-311,329
Fundng target for terminated vested participants2022-12-3194,626,701
Active participant vested funding target2022-12-31995,794,424
Number of active participants2022-12-314,321
Total funding liabilities for active participants2022-12-311,021,209,116
Total participant count2022-12-3115,482
Total funding target for all participants2022-12-313,612,445,681
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31686,265,974
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3155,952,278
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31630,313,696
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31686,348,584
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3161,872,453
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0115,482
Total number of active participants reported on line 7a of the Form 55002022-01-013,868
Number of retired or separated participants receiving benefits2022-01-017,888
Number of other retired or separated participants entitled to future benefits2022-01-011,171
Total of all active and inactive participants2022-01-0112,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,917
Total participants2022-01-0114,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DTE ENERGY COMPANY RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-314,826,273,235
Acturial value of plan assets2021-12-314,343,645,912
Funding target for retired participants and beneficiaries receiving payment2021-12-312,475,217,102
Number of terminated vested participants2021-12-311,415
Fundng target for terminated vested participants2021-12-3196,958,583
Active participant vested funding target2021-12-311,051,471,087
Number of active participants2021-12-314,767
Total funding liabilities for active participants2021-12-311,076,909,140
Total participant count2021-12-3116,182
Total funding target for all participants2021-12-313,649,084,825
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31652,798,677
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3167,047,590
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31585,751,087
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31686,265,974
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3164,247,391
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3155,952,278
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3155,952,278
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0116,041
Total number of active participants reported on line 7a of the Form 55002021-01-014,321
Number of retired or separated participants receiving benefits2021-01-018,031
Number of other retired or separated participants entitled to future benefits2021-01-011,255
Total of all active and inactive participants2021-01-0113,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,875
Total participants2021-01-0115,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DTE ENERGY COMPANY RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-314,404,436,738
Acturial value of plan assets2020-12-314,172,304,511
Funding target for retired participants and beneficiaries receiving payment2020-12-312,456,595,336
Number of terminated vested participants2020-12-311,475
Fundng target for terminated vested participants2020-12-31103,659,655
Active participant vested funding target2020-12-31992,174,716
Number of active participants2020-12-315,041
Total funding liabilities for active participants2020-12-311,010,272,513
Total participant count2020-12-3116,638
Total funding target for all participants2020-12-313,570,527,504
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31623,930,566
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3187,530,667
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31536,399,899
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31652,798,677
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3162,257,335
Net shortfall amortization installment of oustanding balance2020-12-3151,021,670
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3167,047,590
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3167,047,590
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0116,508
Total number of active participants reported on line 7a of the Form 55002020-01-014,767
Number of retired or separated participants receiving benefits2020-01-018,159
Number of other retired or separated participants entitled to future benefits2020-01-011,348
Total of all active and inactive participants2020-01-0114,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,767
Total participants2020-01-0116,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DTE ENERGY COMPANY RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-313,843,605,656
Acturial value of plan assets2019-12-314,015,240,720
Funding target for retired participants and beneficiaries receiving payment2019-12-312,453,774,325
Number of terminated vested participants2019-12-311,520
Fundng target for terminated vested participants2019-12-31104,811,432
Active participant vested funding target2019-12-311,063,136,554
Number of active participants2019-12-315,386
Total funding liabilities for active participants2019-12-311,084,036,206
Total participant count2019-12-3117,091
Total funding target for all participants2019-12-313,642,621,963
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31650,446,517
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3187,140,906
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31563,305,611
Present value of excess contributions2019-12-3191,719,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3187,776,285
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3187,776,285
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31623,930,566
Total employer contributions2019-12-3160,617,674
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3155,418,360
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3177,922,879
Net shortfall amortization installment of oustanding balance2019-12-31251,311,809
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31142,949,027
Prefunding balance elected to use to offset funding requirement2019-12-3187,530,667
Additional cash requirement2019-12-3155,418,360
Contributions allocatedtoward minimum required contributions for current year2019-12-3155,418,360
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0116,962
Total number of active participants reported on line 7a of the Form 55002019-01-015,041
Number of retired or separated participants receiving benefits2019-01-018,244
Number of other retired or separated participants entitled to future benefits2019-01-011,414
Total of all active and inactive participants2019-01-0114,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,809
Total participants2019-01-0116,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DTE ENERGY COMPANY RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-314,216,841,188
Acturial value of plan assets2018-12-313,955,159,373
Funding target for retired participants and beneficiaries receiving payment2018-12-312,296,766,890
Number of terminated vested participants2018-12-311,586
Fundng target for terminated vested participants2018-12-31107,676,912
Active participant vested funding target2018-12-311,049,368,730
Number of active participants2018-12-315,673
Total funding liabilities for active participants2018-12-311,069,802,038
Total participant count2018-12-3117,446
Total funding target for all participants2018-12-313,474,245,840
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31578,703,616
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31162,400,000
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31416,303,616
Present value of excess contributions2018-12-31137,881,028
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31161,830,963
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31161,830,963
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31650,446,517
Total employer contributions2018-12-3197,792,370
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3191,719,178
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3176,614,372
Net shortfall amortization installment of oustanding balance2018-12-31169,532,984
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3187,140,906
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3187,140,906
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3191,719,178
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0117,446
Total number of active participants reported on line 7a of the Form 55002018-01-015,386
Number of retired or separated participants receiving benefits2018-01-018,273
Number of other retired or separated participants entitled to future benefits2018-01-011,455
Total of all active and inactive participants2018-01-0115,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,848
Total participants2018-01-0116,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DTE ENERGY COMPANY RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-313,693,677,198
Acturial value of plan assets2017-12-313,774,980,669
Funding target for retired participants and beneficiaries receiving payment2017-12-312,133,362,438
Number of terminated vested participants2017-12-311,626
Fundng target for terminated vested participants2017-12-31100,890,704
Active participant vested funding target2017-12-311,136,343,066
Number of active participants2017-12-316,173
Total funding liabilities for active participants2017-12-311,161,783,790
Total participant count2017-12-3117,795
Total funding target for all participants2017-12-313,396,036,932
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31394,802,632
Prefunding balanced used to offset prior years funding requirement2017-12-31109,500,000
Amount remaining of prefunding balance2017-12-31285,302,632
Present value of excess contributions2017-12-31255,700,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31272,516,831
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31272,516,831
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31578,703,616
Total employer contributions2017-12-31170,971,766
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31159,931,206
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3189,417,969
Net shortfall amortization installment of oustanding balance2017-12-31199,759,879
Total funding amount beforereflecting carryover/prefunding balances2017-12-31184,450,178
Prefunding balance elected to use to offset funding requirement2017-12-31162,400,000
Additional cash requirement2017-12-3122,050,178
Contributions allocatedtoward minimum required contributions for current year2017-12-31159,931,206
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-0117,693
Total number of active participants reported on line 7a of the Form 55002017-01-015,673
Number of retired or separated participants receiving benefits2017-01-018,264
Number of other retired or separated participants entitled to future benefits2017-01-011,519
Total of all active and inactive participants2017-01-0115,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,873
Total participants2017-01-0117,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: DTE ENERGY COMPANY RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-313,369,619,638
Acturial value of plan assets2016-12-313,550,721,980
Funding target for retired participants and beneficiaries receiving payment2016-12-311,998,769,732
Number of terminated vested participants2016-12-311,680
Fundng target for terminated vested participants2016-12-3196,578,048
Active participant vested funding target2016-12-311,126,276,295
Number of active participants2016-12-316,547
Total funding liabilities for active participants2016-12-311,156,576,613
Total participant count2016-12-3118,165
Total funding target for all participants2016-12-313,251,924,393
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31553,552,500
Prefunding balanced used to offset prior years funding requirement2016-12-31152,615,532
Amount remaining of prefunding balance2016-12-31400,936,968
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31394,802,632
Total employer contributions2016-12-31330,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31308,354,035
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3195,116,773
Net shortfall amortization installment of oustanding balance2016-12-3196,005,045
Total funding amount beforereflecting carryover/prefunding balances2016-12-31162,153,855
Prefunding balance elected to use to offset funding requirement2016-12-31109,500,000
Additional cash requirement2016-12-3152,653,855
Contributions allocatedtoward minimum required contributions for current year2016-12-31308,354,035
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-0118,068
Total number of active participants reported on line 7a of the Form 55002016-01-016,173
Number of retired or separated participants receiving benefits2016-01-018,076
Number of other retired or separated participants entitled to future benefits2016-01-011,559
Total of all active and inactive participants2016-01-0115,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,885
Total participants2016-01-0117,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: DTE ENERGY COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118,398
Total number of active participants reported on line 7a of the Form 55002015-01-016,547
Number of retired or separated participants receiving benefits2015-01-017,988
Number of other retired or separated participants entitled to future benefits2015-01-011,607
Total of all active and inactive participants2015-01-0116,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,926
Total participants2015-01-0118,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: DTE ENERGY COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118,751
Total number of active participants reported on line 7a of the Form 55002014-01-016,836
Number of retired or separated participants receiving benefits2014-01-018,015
Number of other retired or separated participants entitled to future benefits2014-01-011,644
Total of all active and inactive participants2014-01-0116,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,903
Total participants2014-01-0118,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: DTE ENERGY COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119,063
Total number of active participants reported on line 7a of the Form 55002013-01-017,059
Number of retired or separated participants receiving benefits2013-01-018,086
Number of other retired or separated participants entitled to future benefits2013-01-011,695
Total of all active and inactive participants2013-01-0116,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,911
Total participants2013-01-0118,751
2012: DTE ENERGY COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119,313
Total number of active participants reported on line 7a of the Form 55002012-01-017,372
Number of retired or separated participants receiving benefits2012-01-017,998
Number of other retired or separated participants entitled to future benefits2012-01-011,735
Total of all active and inactive participants2012-01-0117,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,958
Total participants2012-01-0119,063
2011: DTE ENERGY COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119,412
Total number of active participants reported on line 7a of the Form 55002011-01-017,611
Number of retired or separated participants receiving benefits2011-01-017,935
Number of other retired or separated participants entitled to future benefits2011-01-011,829
Total of all active and inactive participants2011-01-0117,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,938
Total participants2011-01-0119,313
2010: DTE ENERGY COMPANY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119,531
Total number of active participants reported on line 7a of the Form 55002010-01-017,641
Number of retired or separated participants receiving benefits2010-01-017,965
Number of other retired or separated participants entitled to future benefits2010-01-011,856
Total of all active and inactive participants2010-01-0117,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011,950
Total participants2010-01-0119,412
2009: DTE ENERGY COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119,669
Total number of active participants reported on line 7a of the Form 55002009-01-017,932
Number of retired or separated participants receiving benefits2009-01-017,823
Number of other retired or separated participants entitled to future benefits2009-01-011,825
Total of all active and inactive participants2009-01-0117,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,951
Total participants2009-01-0119,531

Financial Data on DTE ENERGY COMPANY RETIREMENT PLAN

Measure Date Value
2022 : DTE ENERGY COMPANY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$7,716,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,574,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,937,594
Total income from all sources (including contributions)2022-12-31$-1,001,805,715
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$474,978,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$468,179,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$3,786,759,699
Value of total assets at beginning of year2022-12-31$5,272,623,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,799,383
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,524,927
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$3,432,664
Liabilities. Value of operating payables at end of year2022-12-31$1,574,485
Liabilities. Value of operating payables at beginning of year2022-12-31$2,937,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,476,784,203
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,785,185,214
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,269,685,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$3,786,759,699
Value of interest in master investment trust accounts at beginning of year2022-12-31$5,272,623,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$468,179,105
Contract administrator fees2022-12-31$1,841,792
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GJC CPA'S & ADVISORS
Accountancy firm EIN2022-12-31382029668
2021 : DTE ENERGY COMPANY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$10,399,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,937,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,460,601
Total income from all sources (including contributions)2021-12-31$455,394,242
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$382,598,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$377,747,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$5,272,623,100
Value of total assets at beginning of year2021-12-31$5,211,750,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,850,931
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$775,494
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$1,930,267
Liabilities. Value of operating payables at end of year2021-12-31$2,937,594
Liabilities. Value of operating payables at beginning of year2021-12-31$4,460,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$72,795,406
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,269,685,506
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,207,289,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$5,272,623,100
Value of interest in master investment trust accounts at beginning of year2021-12-31$5,211,750,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$377,747,905
Contract administrator fees2021-12-31$2,145,170
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2021-12-31382029668
2020 : DTE ENERGY COMPANY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,124,077,145
Total transfer of assets from this plan2020-12-31$2,137,167,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,460,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,833,007
Total income from all sources (including contributions)2020-12-31$787,867,964
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$301,054,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$297,182,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$5,211,750,371
Value of total assets at beginning of year2020-12-31$4,736,400,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,872,349
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$304,930
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,515,875
Liabilities. Value of operating payables at end of year2020-12-31$4,460,601
Liabilities. Value of operating payables at beginning of year2020-12-31$2,833,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$486,812,974
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,207,289,770
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,733,567,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,980
Value of interest in master investment trust accounts at end of year2020-12-31$5,211,750,371
Value of interest in master investment trust accounts at beginning of year2020-12-31$4,674,700,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$61,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$297,182,641
Contract administrator fees2020-12-31$2,040,564
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2020-12-31382029668
2019 : DTE ENERGY COMPANY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$11,451,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,833,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,833,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,188,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,188,711
Total income from all sources (including contributions)2019-12-31$925,397,578
Total income from all sources (including contributions)2019-12-31$925,397,578
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$296,594,275
Total of all expenses incurred2019-12-31$296,594,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$285,559,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$285,559,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$61,700,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$61,700,000
Value of total assets at end of year2019-12-31$4,736,400,017
Value of total assets at end of year2019-12-31$4,736,400,017
Value of total assets at beginning of year2019-12-31$4,119,403,459
Value of total assets at beginning of year2019-12-31$4,119,403,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,034,367
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$275,531
Administrative expenses professional fees incurred2019-12-31$275,531
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$2,694,981
Amount of non-exempt transactions with any party-in-interest2019-12-31$2,694,981
Administrative expenses (other) incurred2019-12-31$8,787,444
Administrative expenses (other) incurred2019-12-31$8,787,444
Liabilities. Value of operating payables at end of year2019-12-31$2,833,007
Liabilities. Value of operating payables at end of year2019-12-31$2,833,007
Liabilities. Value of operating payables at beginning of year2019-12-31$3,188,711
Liabilities. Value of operating payables at beginning of year2019-12-31$3,188,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$628,803,303
Value of net income/loss2019-12-31$628,803,303
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,733,567,010
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,733,567,010
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,116,214,748
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,116,214,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$4,674,700,017
Value of interest in master investment trust accounts at end of year2019-12-31$4,674,700,017
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,019,403,459
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,019,403,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$61,700,000
Contributions received in cash from employer2019-12-31$61,700,000
Employer contributions (assets) at end of year2019-12-31$61,700,000
Employer contributions (assets) at end of year2019-12-31$61,700,000
Employer contributions (assets) at beginning of year2019-12-31$100,000,000
Employer contributions (assets) at beginning of year2019-12-31$100,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$285,559,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$285,559,908
Contract administrator fees2019-12-31$1,971,392
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GEORGE JOHNSON & COMPANY
Accountancy firm name2019-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2019-12-31382029668
Accountancy firm EIN2019-12-31382029668
2018 : DTE ENERGY COMPANY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$13,301,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,188,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,102,773
Total income from all sources (including contributions)2018-12-31$-98,376,123
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$264,309,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$257,680,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$100,000,000
Value of total assets at end of year2018-12-31$4,119,403,459
Value of total assets at beginning of year2018-12-31$4,512,304,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,629,068
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$301,956
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$2,694,981
Administrative expenses (other) incurred2018-12-31$4,569,659
Liabilities. Value of operating payables at end of year2018-12-31$3,188,711
Liabilities. Value of operating payables at beginning of year2018-12-31$4,051,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-362,685,350
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,116,214,748
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,492,201,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$4,019,403,459
Value of interest in master investment trust accounts at beginning of year2018-12-31$4,337,304,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$100,000,000
Employer contributions (assets) at end of year2018-12-31$100,000,000
Employer contributions (assets) at beginning of year2018-12-31$174,999,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$257,680,159
Contract administrator fees2018-12-31$1,757,453
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$16,051,202
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2018-12-31382029668
2017 : DTE ENERGY COMPANY RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,102,773
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,350,341
Total income from all sources (including contributions)2017-12-31$830,097,176
Total of all expenses incurred2017-12-31$271,532,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$254,645,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$174,999,988
Value of total assets at end of year2017-12-31$4,512,304,553
Value of total assets at beginning of year2017-12-31$3,951,987,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,887,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,569,752
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$15,317,671
Liabilities. Value of operating payables at end of year2017-12-31$4,051,571
Liabilities. Value of operating payables at beginning of year2017-12-31$3,082,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$174,999,988
Value of net income/loss2017-12-31$558,564,493
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,492,201,780
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,933,637,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$4,337,304,565
Value of interest in master investment trust accounts at beginning of year2017-12-31$3,766,987,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$174,999,988
Employer contributions (assets) at beginning of year2017-12-31$185,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$254,645,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$16,051,202
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$15,267,899
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2017-12-31382029668
2016 : DTE ENERGY COMPANY RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,350,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,707,393
Total income from all sources (including contributions)2016-12-31$583,080,090
Total of all expenses incurred2016-12-31$239,211,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$226,471,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$330,000,000
Value of total assets at end of year2016-12-31$3,951,987,628
Value of total assets at beginning of year2016-12-31$3,609,475,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,739,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,736,504
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$11,003,204
Liabilities. Value of operating payables at end of year2016-12-31$3,082,442
Liabilities. Value of operating payables at beginning of year2016-12-31$4,903,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$343,868,877
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,933,637,287
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,589,768,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$3,766,987,628
Value of interest in master investment trust accounts at beginning of year2016-12-31$3,609,475,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$330,000,000
Employer contributions (assets) at end of year2016-12-31$185,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$226,471,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$15,267,899
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$14,803,896
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2016-12-31382029668
2015 : DTE ENERGY COMPANY RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,707,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,849,740
Total income from all sources (including contributions)2015-12-31$-54,864,243
Total of all expenses incurred2015-12-31$239,252,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$227,952,051
Value of total assets at end of year2015-12-31$3,609,475,803
Value of total assets at beginning of year2015-12-31$3,901,735,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,300,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,718,708
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$8,921,944
Liabilities. Value of operating payables at end of year2015-12-31$4,903,497
Liabilities. Value of operating payables at beginning of year2015-12-31$3,285,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-294,117,128
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,589,768,410
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,883,885,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$660,182
Value of interest in master investment trust accounts at end of year2015-12-31$3,609,475,803
Value of interest in master investment trust accounts at beginning of year2015-12-31$3,756,735,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at beginning of year2015-12-31$145,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$227,952,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$14,803,896
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$14,564,109
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2015-12-31382029668
2014 : DTE ENERGY COMPANY RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,849,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,678,737
Total income from all sources (including contributions)2014-12-31$436,829,566
Total of all expenses incurred2014-12-31$226,413,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$211,147,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$145,000,000
Value of total assets at end of year2014-12-31$3,901,735,278
Value of total assets at beginning of year2014-12-31$3,691,148,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,266,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,818,898
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$13,447,279
Liabilities. Value of operating payables at end of year2014-12-31$3,285,631
Liabilities. Value of operating payables at beginning of year2014-12-31$3,368,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$210,416,253
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,883,885,538
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,673,469,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$3,756,735,278
Value of interest in master investment trust accounts at beginning of year2014-12-31$3,546,148,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$145,000,000
Employer contributions (assets) at end of year2014-12-31$145,000,000
Employer contributions (assets) at beginning of year2014-12-31$145,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$211,147,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$14,564,109
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$14,310,717
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2014-12-31382029668
2013 : DTE ENERGY COMPANY RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,678,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,186,758
Total income from all sources (including contributions)2013-12-31$622,703,961
Total of all expenses incurred2013-12-31$217,264,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$205,443,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$179,900,000
Value of total assets at end of year2013-12-31$3,691,148,022
Value of total assets at beginning of year2013-12-31$3,285,216,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,820,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$460,719
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$453,511
Administrative expenses (other) incurred2013-12-31$9,200,899
Liabilities. Value of operating payables at end of year2013-12-31$3,368,020
Liabilities. Value of operating payables at beginning of year2013-12-31$2,321,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$405,439,960
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,673,469,285
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,268,029,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,158,605
Value of interest in master investment trust accounts at end of year2013-12-31$3,546,148,022
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,034,762,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$179,900,000
Employer contributions (assets) at end of year2013-12-31$145,000,000
Employer contributions (assets) at beginning of year2013-12-31$249,999,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$205,443,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$14,310,717
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$14,865,450
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2013-12-31382029668
2012 : DTE ENERGY COMPANY RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,186,758
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,720,372
Total income from all sources (including contributions)2012-12-31$735,195,018
Total of all expenses incurred2012-12-31$232,463,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$212,391,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$404,999,920
Value of total assets at end of year2012-12-31$3,285,216,083
Value of total assets at beginning of year2012-12-31$2,782,018,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,072,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,196,229
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$453,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$495,945
Administrative expenses (other) incurred2012-12-31$9,476,209
Liabilities. Value of operating payables at end of year2012-12-31$2,321,308
Liabilities. Value of operating payables at beginning of year2012-12-31$2,191,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$502,731,442
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,268,029,325
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,765,297,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,400,011
Value of interest in master investment trust accounts at end of year2012-12-31$3,034,762,652
Value of interest in master investment trust accounts at beginning of year2012-12-31$2,701,522,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$404,999,920
Employer contributions (assets) at end of year2012-12-31$249,999,920
Employer contributions (assets) at beginning of year2012-12-31$80,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$212,391,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$14,865,450
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$14,528,611
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2012-12-31382029668
2011 : DTE ENERGY COMPANY RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,720,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,640,528
Total income from all sources (including contributions)2011-12-31$67,117,889
Total of all expenses incurred2011-12-31$225,317,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$214,445,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$80,000,000
Value of total assets at end of year2011-12-31$2,782,018,255
Value of total assets at beginning of year2011-12-31$2,938,137,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,872,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$567,319
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$495,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$762,846
Administrative expenses (other) incurred2011-12-31$2,867,162
Liabilities. Value of operating payables at end of year2011-12-31$2,191,761
Liabilities. Value of operating payables at beginning of year2011-12-31$2,337,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-158,199,530
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,765,297,883
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,923,497,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,437,929
Value of interest in master investment trust accounts at end of year2011-12-31$2,701,522,310
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,737,375,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$80,000,000
Employer contributions (assets) at end of year2011-12-31$80,000,000
Employer contributions (assets) at beginning of year2011-12-31$200,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$214,445,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$14,528,611
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$12,302,992
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2011-12-31382029668
2010 : DTE ENERGY COMPANY RETIREMENT PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$1,962,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,640,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,856,017
Total income from all sources (including contributions)2010-12-31$495,713,089
Total of all expenses incurred2010-12-31$207,421,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$196,880,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,000,000
Value of total assets at end of year2010-12-31$2,875,720,271
Value of total assets at beginning of year2010-12-31$2,586,607,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,541,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$627,133
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$762,846
Administrative expenses (other) incurred2010-12-31$1,054,925
Liabilities. Value of operating payables at end of year2010-12-31$2,337,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$288,291,366
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,861,079,743
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,574,751,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,859,469
Value of interest in master investment trust accounts at end of year2010-12-31$2,674,957,425
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,386,607,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$200,000,000
Employer contributions (assets) at end of year2010-12-31$200,000,000
Employer contributions (assets) at beginning of year2010-12-31$200,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$196,880,196
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$12,302,992
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$11,856,017
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2010-12-31382029668

Form 5500 Responses for DTE ENERGY COMPANY RETIREMENT PLAN

2022: DTE ENERGY COMPANY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DTE ENERGY COMPANY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DTE ENERGY COMPANY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DTE ENERGY COMPANY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DTE ENERGY COMPANY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DTE ENERGY COMPANY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DTE ENERGY COMPANY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DTE ENERGY COMPANY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DTE ENERGY COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DTE ENERGY COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DTE ENERGY COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DTE ENERGY COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DTE ENERGY COMPANY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DTE ENERGY COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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