Athens, 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, Athens, AL has 23 loaded benefit plan(s) reported by 12 plan sponsor(s), with $39,198,227 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $39,198,227
- Total reported liabilities (EOY)
- $28,893
- Total reported net assets (EOY)
- $39,169,334
Contributions & income
- Employer contributions
- $1,623,845
- Participant contributions
- $2,765,635
- Total income / additions
- $9,865,861
Expenses & distributions
- Benefits paid / distributions
- $1,655,970
- Total expenses
- $1,891,614
- Net increase / (decrease)
- $7,974,247
Coverage
- Total reported participants
- 4,364
- Plans with financial statements
- 10
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Athens, 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 |
|---|---|---|---|
| Trigreen Equipment, LLC 401(K) Plan | Trigreen Equipment, LLC | $22,394,145 | 2023 |
| Tennessee Valley Healthcare, LLC 401(K) Ps Plan | Tennessee Valley Healthcare, LLC | $3,930,977 | 2023 |
| Indorama Ventures Sustainable Solutions LLC 401(K) Plan | Indorama Ventures Sustainable Solutions LLC | $3,516,423 | 2023 |
| Alexander Corder And Shelly Pc Profit Sharing Plan | Alexander Corder Plunk & Shelly Pc | $2,930,721 | 2023 |
| Toyota Boshoku Aki Usa, LLC 401(K) Plan | Toyota Boshoku Aki Usa, LLC | $1,792,675 | 2023 |
| 10k Properties Retirement Plan | 10k Properties, Inc. | $1,750,000 | 2023 |
| N. Alabama Center For Cosmetic & General Dentistry Pc 401k Profit Sharing Plan | North Alabama Center For Cosmetic | $1,311,117 | 2023 |
| Latham Moffatt Pc Money Purchase Pension Plan | Latham Moffatt Pc | $762,047 | 2023 |
| Martin & Hubbs, Inc. Profit Sharing Plan And Trust | Martin & Hubbs, Inc. | $510,122 | 2023 |
| Finn'S Fur & Tails Inc. Retirement Plan | Finn'S Fur & Tails Inc. | $300,000 | 2023 |
| Turner Medical, Inc. Group Health And Dental Plan | Turner Medical, Inc. | not reported in the loaded dataset | 2023 |
| Indorama Ventures Sustainable Solutions Health & Welfare Plan | Indorama Ventures Sustainable Solutions | not reported in the loaded dataset | 2023 |
| Trigreen Equipment LLC Welfare Benefits Plan | Trigreen Equipment LLC | not reported in the loaded dataset | 2023 |
| Toyota Boshoku Aki Usa, LLC Health Plan | Toyota Boshoku Aki Usa, LLC | not reported in the loaded dataset | 2023 |
| Grayson Carter & Son Contracting Inc | Grayson Carter & Son Contracting Inc | not reported in the loaded dataset | 2023 |
| Toyota Boshoku Aki Usa, LLC Group Life Plan | Toyota Boshoku Aki Usa, LLC | not reported in the loaded dataset | 2023 |
| Toyota Boshoku Aki Usa, LLC Group Std Plan | Toyota Boshoku Aki Usa, LLC | not reported in the loaded dataset | 2023 |
| Toyota Boshoku Aki Usa, LLC Group Ltd Plan | Toyota Boshoku Aki Usa, LLC | not reported in the loaded dataset | 2023 |
| Toyota Boshoku Aki Usa, LLC Vision Plan | Toyota Boshoku Aki Usa, LLC | not reported in the loaded dataset | 2023 |
| Toyota Boshoku Aki Usa, LLC Group Ad&D Plan | Toyota Boshoku Aki Usa, LLC | not reported in the loaded dataset | 2023 |
| Toyota Boshoku Aki Usa, LLC Group Accident Plan | Toyota Boshoku Aki Usa, LLC | not reported in the loaded dataset | 2023 |
| Toyota Boshoku Aki Usa, LLC Dental Plan | Toyota Boshoku Aki Usa, LLC | not reported in the loaded dataset | 2023 |
| Turner Medical, Inc. Life And Disability Plan | Turner Medical, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Athens → · Athens plans by participants → · Athens plans with financial data → · Athens plans with provider compensation → · $1B+ plans in Athens →
Related Form 5500 pages
- All AL Form 5500 filings
- Trigreen Equipment, LLC 401(K) Plan (plan 001)
- Trigreen Equipment, LLC — all reported plans
- Tennessee Valley Healthcare, LLC 401(K) Ps Plan (plan 001)
- Tennessee Valley Healthcare, LLC — all reported plans
- Indorama Ventures Sustainable Solutions LLC 401(K) Plan (plan 001)
- Indorama Ventures Sustainable Solutions LLC — all reported plans
- Alexander Corder And Shelly Pc Profit Sharing Plan (plan 001)
- Alexander Corder Plunk & Shelly Pc — all reported plans
- Toyota Boshoku Aki Usa, LLC 401(K) Plan (plan 001)
- Toyota Boshoku Aki Usa, LLC — all reported plans
- 10k Properties Retirement Plan (plan 001)
- 10k Properties, Inc. — all reported plans
- N. Alabama Center For Cosmetic & General Dentistry Pc 401k Profit Sharing Plan (plan 001)
- North Alabama Center For Cosmetic — all reported plans
- Latham Moffatt Pc Money Purchase Pension Plan (plan 001)
- Latham Moffatt Pc — all reported plans
- Martin & Hubbs, Inc. Profit Sharing Plan And Trust (plan 001)
- Martin & Hubbs, Inc. — all reported plans
- Finn'S Fur & Tails Inc. Retirement Plan (plan 001)
- Finn'S Fur & Tails Inc. — all reported plans
- Turner Medical, Inc. Group Health And Dental Plan (plan 501)
- Turner Medical, Inc. — all reported plans
- Indorama Ventures Sustainable Solutions Health & Welfare Plan (plan 501)
- Trigreen Equipment LLC Welfare Benefits Plan (plan 501)
- Toyota Boshoku Aki Usa, LLC Health Plan (plan 502)
- Grayson Carter & Son Contracting Inc (plan 501)
- Grayson Carter & Son Contracting Inc — all reported plans
- Methodology
- Data sources