Plan5500

Evergreen, 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, Evergreen, AL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $261,886 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
2
Latest filing year
2023

What stands out in Evergreen

  • 2 loaded plans hold $261.9K in reported assets across 2 sponsors.
  • The largest, Grady Ralls & Sons, Inc. 401(K) Plan, holds 100% of reported Evergreen plan assets.
  • Plans cover 108 participants — about 54 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$261.9KSummed across loaded plans$261,886
Total reported assets$261.9K$261,886
Total reported participants108
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$261.9K total assets
Net assets$261.9KLiabilities$0
Contributions & income
Employer contributions$9.2K
Participant contributions$10.3K
Total income / additions$53.6K
Expenses & distributions
Benefits paid / distributions$16.6K
Total expenses$16.6K
Net increase / (decrease)$37.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Evergreen market comparison

Largest plan share of assets100%Grady Ralls & Sons, Inc. 401(K) Plan
Participants per plan54Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Evergreen

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

  1. 1
    Grady Ralls & Sons, Inc. 401(K) Plan$261.9K
    Grady Ralls & Sons, Inc. · 2023
  2. 2
    Evergreen Transport, LLC Employee Benefit Plannot reported in the loaded dataset
    Evergreen Transport, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages