Florence, 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, Florence, AL has 24 loaded benefit plan(s) reported by 16 plan sponsor(s), with $165,695,962 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $165,695,962
- Total reported liabilities (EOY)
- $1,575,348
- Total reported net assets (EOY)
- $164,120,614
Contributions & income
- Employer contributions
- $15,039,868
- Participant contributions
- $14,348,780
- Total income / additions
- $50,511,371
Expenses & distributions
- Benefits paid / distributions
- $31,783,139
- Total expenses
- $32,810,158
- Net increase / (decrease)
- $17,701,213
Coverage
- Total reported participants
- 12,220
- Plans with financial statements
- 17
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Florence, 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 |
|---|---|---|---|
| Tnt 401(K) Plan | American Promotional Events, Inc. (Delaware) | $71,930,356 | 2023 |
| Bank Independent Pension Plan | Bank Independent | $35,099,089 | 2023 |
| Martin Incorporated 401(K) Plan | Martin Incorporated | $24,607,972 | 2023 |
| O & A Inc. And Affiliates 401(K) Plan | Long Lewis Ford Of The Shoals, Inc. | $11,013,709 | 2023 |
| Renovation Brands 401(K) Retirement Plan | Renovation Brands, LLC | $5,066,197 | 2023 |
| Gateway Companies 401(K) Plan | Gateway Management Company, LLC | $4,558,150 | 2023 |
| Internal Medicine Clinic 401k Profit Sharing Plan | Internal Medicine Clinic, LLC | $2,936,109 | 2023 |
| Lcnh/Ernf 401(K) Retirement Plan | El Reposo Nursing Facility | $1,871,055 | 2023 |
| Bank Independent Stock Bonus Plan | Bank Independent | $1,844,805 | 2023 |
| B Kenneth Hibbett Jr Dmd Emp Profit Sharing Plan And Trust | B Kenneth Hibbett Jr Dmd Pc | $1,634,603 | 2023 |
| Lyons & Company, Inc. Health And Welfare Plan | Lyons Hr LLC | $1,525,883 | 2023 |
| Mars Hill Bible School 401(K) Profit Sharing Plan | Mars Hill Bible School | $1,482,755 | 2023 |
| The Irons Law Firm Profit Sharing Plan | The Irons Law Firm | $1,065,200 | 2023 |
| Right Solutions Inc. Safe Harbor 401(K) Plan | Right Solutions Inc. | $722,786 | 2023 |
| The Irons Law Firm Money Purchase Plan | The Irons Law Firm | $216,253 | 2023 |
| Ragan Corporation 401(K) Plan | Ragan Corporation | $111,347 | 2023 |
| Tennessee Valley Gastroenterology, LLC 401(K) Profit Sharing Plan | Tennessee Valley Gastroenterology, LLC | $9,693 | 2023 |
| Renovation Brands, LLC Health And Welfare Plan | Renovation Brands, LLC | not reported in the loaded dataset | 2023 |
| The Gateway Companies Bcbsal | Gateway Management Company, LLC | not reported in the loaded dataset | 2023 |
| Long-Lewis Of The Shoals, Inc. Health And Welfare Plan | Long-Lewis Of The Shoals, Inc. | not reported in the loaded dataset | 2023 |
| Welfare Plan Of Martin Supply Inc | Martin Inc, | not reported in the loaded dataset | 2023 |
| The Gateway Companies Bcbsal | Gateway Management Company, LLC | not reported in the loaded dataset | 2023 |
| American Promotional Events, Inc. Group Insurance Plan | American Promotional Events, Inc. | not reported in the loaded dataset | 2023 |
| Gateway Management Guardian Plan | Gateway Management Company, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Florence → · Florence plans by participants → · Florence plans with financial data → · Florence plans with provider compensation → · $1B+ plans in Florence →
Related Form 5500 pages
- All AL Form 5500 filings
- Tnt 401(K) Plan (plan 001)
- American Promotional Events, Inc. (Delaware) — all reported plans
- Bank Independent Pension Plan (plan 003)
- Bank Independent — all reported plans
- Martin Incorporated 401(K) Plan (plan 001)
- Martin Incorporated — all reported plans
- O & A Inc. And Affiliates 401(K) Plan (plan 001)
- Long Lewis Ford Of The Shoals, Inc. — all reported plans
- Renovation Brands 401(K) Retirement Plan (plan 001)
- Renovation Brands, LLC — all reported plans
- Gateway Companies 401(K) Plan (plan 001)
- Gateway Management Company, LLC — all reported plans
- Internal Medicine Clinic 401k Profit Sharing Plan (plan 001)
- Internal Medicine Clinic, LLC — all reported plans
- Lcnh/Ernf 401(K) Retirement Plan (plan 001)
- El Reposo Nursing Facility — all reported plans
- Bank Independent Stock Bonus Plan (plan 001)
- B Kenneth Hibbett Jr Dmd Emp Profit Sharing Plan And Trust (plan 002)
- B Kenneth Hibbett Jr Dmd Pc — all reported plans
- Lyons & Company, Inc. Health And Welfare Plan (plan 501)
- Lyons Hr LLC — all reported plans
- Mars Hill Bible School 401(K) Profit Sharing Plan (plan 001)
- Mars Hill Bible School — all reported plans
- The Irons Law Firm Profit Sharing Plan (plan 001)
- The Irons Law Firm — all reported plans
- Right Solutions Inc. Safe Harbor 401(K) Plan (plan 001)
- Right Solutions Inc. — all reported plans
- The Irons Law Firm Money Purchase Plan (plan 002)
- Methodology
- Data sources