Plan5500

Andalusia, 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, Andalusia, AL has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,399,416 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Andalusia

  • 7 loaded plans hold $33.4M in reported assets across 5 sponsors.
  • The largest, Cdg Engineers & Associates, Inc. 401(K) Profit Sharing Plan, holds 53% of reported Andalusia plan assets.
  • Plans cover 1,517 participants — about 217 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 43% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.4MSummed across loaded plans$33,394,928
Total reported assets$33.4M$33,399,416
Total reported participants1.5K1,517
Total reported liabilities$4.5K$4,488

Reported net position

Reported assets = net assets + liabilities (summed)$33.4M total assets
Net assets$33.4MLiabilities$4.5K
Contributions & income
Employer contributions$1.1M
Participant contributions$1.7M
Total income / additions$8.3M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation3 / 7 (43%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Andalusia, 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.

Computed from loaded plans

Andalusia market comparison

Largest plan share of assets53%Cdg Engineers & Associates, Inc. 401(K) Profit Sharing Plan
Participants per plan217Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Andalusia

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cdg Engineers & Associates, Inc. 401(K) Profit Sharing Plan$17.7M
    Cdg, Inc. · 2023
  2. 2
    Ccb Community Bank 401(K) Profit Sharing Plan$11.2M
    Ccb Community Bank · 2023
  3. 3
    Sasser Enterprises, Inc. 401(K) Profit Sharing Plan$4M
    Sasser Enterprises, Inc. · 2023
  4. 4
    Andalusia Investments 401k Trust$462.9K
    Andalusia Investments Inc. · 2023
  5. 5
    Dental Plan For Employees Of Powersouth Energy Cooperativenot reported in the loaded dataset
    Powersouth Energy Cooperative · 2023
  6. 6
    Cdg Inc. Cafeteria Plannot reported in the loaded dataset
    Cdg, Inc. · 2023
  7. 7
    Cdg, Inc. Life Insurance Plannot reported in the loaded dataset
    Cdg, Inc. · 2023

Largest plans in Andalusia → · Andalusia plans by participants → · Andalusia plans with financial data → · Andalusia plans with provider compensation → · $1B+ plans in Andalusia →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Andalusia, AL?
7 plan(s) reported by 5 sponsor(s) are loaded for Andalusia, AL.

Related Form 5500 pages