Plan5500

Gulf Shores, 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, Gulf Shores, AL has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $2,189,100 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Gulf Shores

  • 9 loaded plans hold $2.2M in reported assets across 9 sponsors.
  • The largest, Wayne T. Martin, D.D.S., P.C. 401(K) Profit Sharing Plan & Trust, holds 70% of reported Gulf Shores plan assets.
  • Plans cover 253 participants — about 28 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.2MSummed across loaded plans$2,189,100
Total reported assets$2.2M$2,189,100
Total reported participants253
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$47.9K
Total income / additions$904.5K
Expenses & distributions
Benefits paid / distributions$363.4K
Total expenses$376.7K
Net increase / (decrease)$527.8K

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation0 / 9 ()

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

Gulf Shores market comparison

Largest plan share of assets70%Wayne T. Martin, D.D.S., P.C. 401(K) Profit Sharing Plan & Trust
Participants per plan28Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Gulf Shores

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

  1. 1
    Wayne T. Martin, D.D.S., P.C. 401(K) Profit Sharing Plan & Trust$1.5M
    Wayne T. Martin, D.D.S., P.C. · 2023
  2. 2
    Mako Forestry 401k$231K
    Mako Forestry Corporation · 2023
  3. 3
    Veh Retirement Plan$225.6K
    Veh Corporation · 2023
  4. 4
    Alabama Water Ice, Inc. Retirment Plan$134.2K
    Alabama Water Ice, Inc. · 2023
  5. 5
    Jbhotchkiss, Inc. 401k Profit Sharing Plan$64.9K
    Jbhotchkiss, Inc. · 2023
  6. 6
    Empire F Q Incorporated Retirement Plan$1K
    Empire F Q Incorporated · 2023
  7. 7
    Aa Coastal Enterprises Inc. 401(K) Plan$0
    Aa Coastal Enterprises Inc. · 2023
  8. 8
    Lx2 Gulf Coast Str Management, Inc. Profit Sharing Plan$0
    Lx2 Gulf Coast Str Management, Inc. · 2023
  9. 9
    Spectrum Resorts Welfare Benefits Plannot reported in the loaded dataset
    Spectrum Resorts, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gulf Shores, AL?
9 plan(s) reported by 9 sponsor(s) are loaded for Gulf Shores, AL.

Related Form 5500 pages