Alexander City, AL Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alexander City, AL has 16 loaded benefit plan(s) reported by 11 plan sponsor(s), with $78,803,370 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $78,803,370
- Total reported liabilities (EOY)
- $2,829
- Total reported net assets (EOY)
- $79,524,840
Contributions & income
- Employer contributions
- $1,972,776
- Participant contributions
- $4,421,331
- Total income / additions
- $17,354,792
Expenses & distributions
- Benefits paid / distributions
- $8,045,481
- Total expenses
- $8,689,734
- Net increase / (decrease)
- $8,665,058
Coverage
- Total reported participants
- 6,736
- Plans with financial statements
- 11
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alexander City, AL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Russell Hospital 403(B) Plan | Russell Hospital Corporation | $20,233,980 | 2023 |
| The Russell Medical Center Retirement Plan | Russell Medical Center | $19,547,486 | 2023 |
| Russell Lands 401(K) Retirement Savings/Profit Sharing Plan | Russell Lands, Inc. | $17,506,864 | 2023 |
| Wellborn Forest Products, Inc. 401(K) Plan | Wellborn Forest Products, Inc. | $7,700,444 | 2023 |
| Charter Hr Retirement Savings Plan | Charter Hr, Inc. | $4,879,958 | 2023 |
| Chapman & Prime 401(K) Profit Sharing Plan | Chapman Healthcare Center, Inc | $3,452,166 | 2023 |
| Central Alabama Gastroenterology, P.C. 401k Psp | Central Alabama Gastroenterology, P.C. | $2,932,528 | 2023 |
| Basel Refai, M.D., P.C. New Comparability 401(K) Psp | Basel Refai M.D. P.C. | $1,738,650 | 2023 |
| Dark Insurance Agency, Inc. 401(K) Profit Sharing Plan | Dark Insurance Agency, Inc | $516,359 | 2023 |
| Sure Shot Outdoors, Inc. 401(K) Plan | Sure Shot Outdoors, Inc. | $294,935 | 2023 |
| Harold W Cochran Self-Employed Retirement Plan | Harold W. Cochran | $0 | 2023 |
| Russell Lands, Inc. Employee Benefits Plan | Russell Lands, Inc. | not reported in the loaded dataset | 2023 |
| Russell Hospital Corporation Employee Benefits Plan | Russell Hospital Corporation | not reported in the loaded dataset | 2023 |
| C & J Tech Alabama, Inc | C & J Tech Alabama, Inc | not reported in the loaded dataset | 2023 |
| C&J Tech Alabama, Health Plan | C & J Tech Alabama, Inc | not reported in the loaded dataset | 2023 |
| Charter Hr, Inc. Employee Benefit Plan | Charter Hr, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Alexander City → · Alexander City plans by participants → · Alexander City plans with financial data → · Alexander City plans with provider compensation → · $1B+ plans in Alexander City →
Related Form 5500 pages
- All AL Form 5500 filings
- Russell Hospital 403(B) Plan (plan 002)
- Russell Hospital Corporation — all reported plans
- The Russell Medical Center Retirement Plan (plan 003)
- Russell Lands 401(K) Retirement Savings/Profit Sharing Plan (plan 002)
- Russell Lands, Inc. — all reported plans
- Wellborn Forest Products, Inc. 401(K) Plan (plan 001)
- Wellborn Forest Products, Inc. — all reported plans
- Charter Hr Retirement Savings Plan (plan 001)
- Charter Hr, Inc. — all reported plans
- Chapman & Prime 401(K) Profit Sharing Plan (plan 001)
- Chapman Healthcare Center, Inc — all reported plans
- Central Alabama Gastroenterology, P.C. 401k Psp (plan 001)
- Central Alabama Gastroenterology, P.C. — all reported plans
- Basel Refai, M.D., P.C. New Comparability 401(K) Psp (plan 001)
- Basel Refai M.D. P.C. — all reported plans
- Dark Insurance Agency, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dark Insurance Agency, Inc — all reported plans
- Sure Shot Outdoors, Inc. 401(K) Plan (plan 001)
- Sure Shot Outdoors, Inc. — all reported plans
- Harold W Cochran Self-Employed Retirement Plan (plan 001)
- Harold W. Cochran — all reported plans
- Russell Lands, Inc. Employee Benefits Plan (plan 502)
- Russell Hospital Corporation Employee Benefits Plan (plan 501)
- C & J Tech Alabama, Inc (plan 502)
- C & J Tech Alabama, Inc — all reported plans
- C&J Tech Alabama, Health Plan (plan 501)
- Methodology
- Data sources