Gardendale, 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, Gardendale, AL has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $36,275,033 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $36,275,033
- Total reported liabilities (EOY)
- $2,351,124
- Total reported net assets (EOY)
- $35,236,730
Contributions & income
- Employer contributions
- $1,241,567
- Participant contributions
- $1,203,690
- Total income / additions
- $11,632,552
Expenses & distributions
- Benefits paid / distributions
- $5,059,819
- Total expenses
- $5,248,224
- Net increase / (decrease)
- $6,384,328
Coverage
- Total reported participants
- 727
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gardendale, 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 |
|---|---|---|---|
| Watts Engineering Sales, Inc. Employee Stock Ownership Plan | Watts Engineering Sales, Inc. | $14,549,109 | 2023 |
| Teksouth Corporation 401(K) Plan | Teksouth Corporation | $14,537,654 | 2023 |
| Teksouth Corporation Employee Stock Ownership Plan | Teksouth Corporation | $4,158,172 | 2023 |
| Britt'S Ace, Inc. Retirement Plan | Britt'S Ace, Inc. | $1,679,120 | 2023 |
| Plumcore, Inc. 401(K) Plan | Plumcore, Inc. | $1,350,978 | 2023 |
| Pulmonary Medicine Associates, Pc 401k Profit Sharing Plan | Pulmonary Medicine Associates, Pc | $0 | 2023 |
| Teksouth Corp Life And Ad&D Plan | Teksouth Corporation | not reported in the loaded dataset | 2023 |
| Teksouth Corp Ltd Plan | Teksouth Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Gardendale → · Gardendale plans by participants → · Gardendale plans with financial data → · Gardendale plans with provider compensation → · $1B+ plans in Gardendale →
Related Form 5500 pages
- All AL Form 5500 filings
- Watts Engineering Sales, Inc. Employee Stock Ownership Plan (plan 002)
- Watts Engineering Sales, Inc. — all reported plans
- Teksouth Corporation 401(K) Plan (plan 001)
- Teksouth Corporation — all reported plans
- Teksouth Corporation Employee Stock Ownership Plan (plan 002)
- Britt'S Ace, Inc. Retirement Plan (plan 001)
- Britt'S Ace, Inc. — all reported plans
- Plumcore, Inc. 401(K) Plan (plan 001)
- Plumcore, Inc. — all reported plans
- Pulmonary Medicine Associates, Pc 401k Profit Sharing Plan (plan 001)
- Pulmonary Medicine Associates, Pc — all reported plans
- Teksouth Corp Life And Ad&D Plan (plan 501)
- Teksouth Corp Ltd Plan (plan 502)
- Methodology
- Data sources