Plan5500

Bay Minette, 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, Bay Minette, AL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,502,542 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Bay Minette

  • 4 loaded plans hold $11.5M in reported assets across 3 sponsors.
  • The largest, Standard Furniture 401(K) Plan, holds 69% of reported Bay Minette plan assets.
  • Plans cover 1,509 participants — about 377 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.5MSummed across loaded plans$11,502,542
Total reported assets$11.5M$11,502,542
Total reported participants1.5K1,509
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.5M total assets
Net assets$11.5MLiabilities$0
Contributions & income
Employer contributions$385.7K
Participant contributions$576.3K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bay Minette, 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

Bay Minette market comparison

Largest plan share of assets69%Standard Furniture 401(K) Plan
Participants per plan377Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Bay Minette

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

  1. 1
    Standard Furniture 401(K) Plan$7.9M
    Standard Furniture Manufacturing Company, LLC · 2023
  2. 2
    Moody'S Electric, Inc. 401(K) Plan$3.6M
    Moody'S Electric, Inc. · 2023
  3. 3
    Standard Furniture Health & Welfare Plannot reported in the loaded dataset
    Standard Furniture Manufacturing Co., LLC · 2023
  4. 4
    Gulf Packaging, Inc. Employee Benefits Plannot reported in the loaded dataset
    Gulf Packaging, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bay Minette, AL?
4 plan(s) reported by 3 sponsor(s) are loaded for Bay Minette, AL.

Related Form 5500 pages