Crossville, 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, Crossville, AL has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,919,911 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Crossville

  • 2 loaded plans hold $6.9M in reported assets across 1 sponsors.
  • The largest, D & F Equipment Sales, Inc. 401(K) Plan, holds 100% of reported Crossville plan assets.
  • Plans cover 516 participants — about 258 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.9MSummed across loaded plans$6,919,298
Total reported assets$6.9M$6,919,911
Total reported participants516
Total reported liabilities$613

Reported net position

Reported assets = net assets + liabilities (summed)$6.9M total assets
Net assets$6.9MLiabilities$613
Contributions & income
Employer contributions$249.4K
Participant contributions$574.2K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$829.2K
Total expenses$847.6K
Net increase / (decrease)$917.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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

Crossville market comparison

Largest plan share of assets100%D & F Equipment Sales, Inc. 401(K) Plan
Participants per plan258Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Crossville

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

  1. 1
    D & F Equipment Sales, Inc. · 2023
  2. 2
    D&F Equipment Sales, Inc. Premium Only Plannot reported in the loaded dataset
    D&F Equipment Sales, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Crossville, AL?
2 plan(s) reported by 1 sponsor(s) are loaded for Crossville, AL.

Related Form 5500 pages