Gadsden, 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, Gadsden, AL has 31 loaded benefit plan(s) reported by 24 plan sponsor(s), with $160,006,026 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $160,006,026
- Total reported liabilities (EOY)
- $30,314
- Total reported net assets (EOY)
- $159,975,712
Contributions & income
- Employer contributions
- $4,373,728
- Participant contributions
- $9,187,988
- Total income / additions
- $38,503,089
Expenses & distributions
- Benefits paid / distributions
- $8,470,465
- Total expenses
- $9,798,032
- Net increase / (decrease)
- $28,705,057
Coverage
- Total reported participants
- 7,171
- Plans with financial statements
- 23
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gadsden, 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 |
|---|---|---|---|
| Lyons & Company, Inc. Multiple Employer Plan | Lyons & Company, Inc. | $71,909,870 | 2023 |
| P. Brady Farr, Dmd, Pa Employees Profit Sharing Plan | P. Brady Farr, Dmd, Pa | $17,699,258 | 2023 |
| Winsouth Credit Union Cash Balance Defined Benefit Plan And Trust | Winsouth Credit Union | $10,816,717 | 2023 |
| Champion Rehab Resources, LLC 401(K) Plan | Champion Rehab Resources, LLC | $9,988,361 | 2023 |
| Quality Of Life Health Services, Inc. 401(K) Plan | Quality Of Life Health Services, Inc. | $9,310,525 | 2023 |
| Shah Clinic Of Ne Alabama, L.L.C. 401(K) Profit Sharing Plan | Shah Clinic Of Ne Alabama, L.L.C. | $9,005,734 | 2023 |
| Digestive Disease Specialists Of N.E. Alabama, P.C. 401(K) Profit Sharing Plan | Digestive Disease Specialists Of N.E. Alabama, P.C. | $6,884,350 | 2023 |
| Raymond N. Fernandez, M.D., P.C. 401(K) Plan | Raymond N. Fernandez, M.D., P.C. | $3,217,763 | 2023 |
| Boatner & Pugh, LLC 401(K) And Profit-Sharing Plan | Boatner & Pugh, LLC | $3,067,268 | 2023 |
| Spm Qualified 401(K) Plan | Southeastern Psychiatric Management | $2,238,677 | 2023 |
| K. Clay Ellis, Jr., Dmd Profit Sharing Plan | K. Clay Ellis, Jr., Dmd, LLC | $2,101,895 | 2023 |
| Prince Metal Stamping Usa Inc. Retirement Savings Plan | Prince Metal Stamping Usa Inc. | $2,052,069 | 2023 |
| Stowers Manufacturing Co., Inc. Profit-Sharing Plan And Trust | Stowers Manufacturing Co., Inc. | $1,947,580 | 2023 |
| Kenny E. Smith, M.D., P.C. Profit-Sharing Plan | Kenny E. Smith, M.D., P.C. | $1,600,394 | 2023 |
| Enm, P.C. 401(K) Profit-Sharing Plan | Enm, P.C. | $1,589,931 | 2023 |
| Bob Roberts & Company, Inc. Retirement Plan | Bob Roberts & Company, Inc. | $1,524,568 | 2023 |
| Wilborn Orthodontics, LLC Profit Sharing Plan | Wilborn Orthodontics, LLC | $1,514,560 | 2023 |
| Kessler Land Agency, Inc. Profit Sharing Plan | Kessler Land Agency Inc. | $1,246,024 | 2023 |
| Neurology & Sleep Solutions, LLC. Profit Sharing Plan | Neurology & Sleep Solutions, LLC. | $814,956 | 2023 |
| Southern Data Automation 401k & Profit Sharing | Southern Data Automation, Inc. | $608,034 | 2023 |
| Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(K) Retirement Plan | Turnbach, Warren, Rice, Frederick & Smith, P.C. | $563,377 | 2023 |
| The Southern Banc Company, Inc. Employee Stock Ownership Plan | The Southern Banc Company, Inc. | $290,824 | 2023 |
| Guest Apothecary, Inc. Profit Sharing Plan | Guest Apothecary, Inc. | $13,291 | 2023 |
| The Standard | Quality Of Life Health Services, Inc | not reported in the loaded dataset | 2023 |
| Champion Rehab Resources, LLC Vision Plan | Champion Rehab Resources, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Gadsden → · Gadsden plans by participants → · Gadsden plans with financial data → · Gadsden plans with provider compensation → · $1B+ plans in Gadsden →
Related Form 5500 pages
- All AL Form 5500 filings
- Lyons & Company, Inc. Multiple Employer Plan (plan 001)
- Lyons & Company, Inc. — all reported plans
- P. Brady Farr, Dmd, Pa Employees Profit Sharing Plan (plan 001)
- P. Brady Farr, Dmd, Pa — all reported plans
- Winsouth Credit Union Cash Balance Defined Benefit Plan And Trust (plan 001)
- Winsouth Credit Union — all reported plans
- Champion Rehab Resources, LLC 401(K) Plan (plan 001)
- Champion Rehab Resources, LLC — all reported plans
- Quality Of Life Health Services, Inc. 401(K) Plan (plan 002)
- Quality Of Life Health Services, Inc. — all reported plans
- Shah Clinic Of Ne Alabama, L.L.C. 401(K) Profit Sharing Plan (plan 002)
- Shah Clinic Of Ne Alabama, L.L.C. — all reported plans
- Digestive Disease Specialists Of N.E. Alabama, P.C. 401(K) Profit Sharing Plan (plan 002)
- Digestive Disease Specialists Of N.E. Alabama, P.C. — all reported plans
- Raymond N. Fernandez, M.D., P.C. 401(K) Plan (plan 001)
- Raymond N. Fernandez, M.D., P.C. — all reported plans
- Boatner & Pugh, LLC 401(K) And Profit-Sharing Plan (plan 001)
- Boatner & Pugh, LLC — all reported plans
- Spm Qualified 401(K) Plan (plan 001)
- Southeastern Psychiatric Management — all reported plans
- K. Clay Ellis, Jr., Dmd Profit Sharing Plan (plan 001)
- K. Clay Ellis, Jr., Dmd, LLC — all reported plans
- Prince Metal Stamping Usa Inc. Retirement Savings Plan (plan 001)
- Prince Metal Stamping Usa Inc. — all reported plans
- Stowers Manufacturing Co., Inc. Profit-Sharing Plan And Trust (plan 001)
- Stowers Manufacturing Co., Inc. — all reported plans
- Kenny E. Smith, M.D., P.C. Profit-Sharing Plan (plan 001)
- Kenny E. Smith, M.D., P.C. — all reported plans
- Enm, P.C. 401(K) Profit-Sharing Plan (plan 001)
- Enm, P.C. — all reported plans
- Methodology
- Data sources