Guntersville, 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, Guntersville, AL has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $90,461,172 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $90,461,172
- Total reported liabilities (EOY)
- $129,752,575
- Total reported net assets (EOY)
- -$39,291,403
Contributions & income
- Employer contributions
- $7,283,006
- Participant contributions
- $1,542,531
- Total income / additions
- $11,804,362
Expenses & distributions
- Benefits paid / distributions
- $3,723,106
- Total expenses
- $6,608,895
- Net increase / (decrease)
- $5,195,467
Coverage
- Total reported participants
- 4,817
- Plans with financial statements
- 13
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Guntersville, 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 |
|---|---|---|---|
| Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan | Alatrade Foods Holdings, Inc. | $56,549,643 | 2023 |
| Citizens Bank And Trust 401k Plan | Citizens Bank And Trust | $11,756,680 | 2023 |
| Marshall-Jackson Mental Health Board 401(K) Retirement Plan | Marshall-Jackson Mental Health Board, Inc. | $5,699,560 | 2023 |
| Employee Benefit Plan Of Factory Connection, LLC | Factory Connection, LLC | $5,684,982 | 2023 |
| Kappler, Inc. 401(K) Savings Plan | Kappler, Inc. | $4,944,078 | 2023 |
| Lakeview Orthodontics, P.C. Profit Sharing Plan | Lakeview Orthodontics, P.C. | $1,957,303 | 2023 |
| Wright & Wright, P.C. Profit Sharing Plan | Wright & Wright, P.C. | $1,933,883 | 2023 |
| C. A. Langford Company, Inc. Profit Sharing Plan | C. A. Langford Company, Inc. | $808,960 | 2023 |
| Kappler, Inc. Employee Stock Ownership Plan | Kappler, Inc. | $524,432 | 2023 |
| Sunrise Industries Inc Profit Sharing Plan | Sunrise Industries, Inc. | $351,524 | 2023 |
| Matthew Ticola Dmd LLC 401(K) Plan | Matthew Ticola Dmd LLC | $250,127 | 2023 |
| Factory Connection LLC Flexible Benefits Cafeteria Plan | Factory Connection LLC | $0 | 2023 |
| Factory Connection LLC Life & Disability Plan | Factory Connection LLC | $0 | 2023 |
| Alatrade Foods Welfare Plan | Alatrade Foods | not reported in the loaded dataset | 2023 |
| Kappler, Inc. Employee Benefit Plan | Kappler, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Guntersville → · Guntersville plans by participants → · Guntersville plans with financial data → · Guntersville plans with provider compensation → · $1B+ plans in Guntersville →
Related Form 5500 pages
- All AL Form 5500 filings
- Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan (plan 001)
- Alatrade Foods Holdings, Inc. — all reported plans
- Citizens Bank And Trust 401k Plan (plan 001)
- Citizens Bank And Trust — all reported plans
- Marshall-Jackson Mental Health Board 401(K) Retirement Plan (plan 001)
- Marshall-Jackson Mental Health Board, Inc. — all reported plans
- Employee Benefit Plan Of Factory Connection, LLC (plan 001)
- Factory Connection, LLC — all reported plans
- Kappler, Inc. 401(K) Savings Plan (plan 001)
- Kappler, Inc. — all reported plans
- Lakeview Orthodontics, P.C. Profit Sharing Plan (plan 001)
- Lakeview Orthodontics, P.C. — all reported plans
- Wright & Wright, P.C. Profit Sharing Plan (plan 001)
- Wright & Wright, P.C. — all reported plans
- C. A. Langford Company, Inc. Profit Sharing Plan (plan 001)
- C. A. Langford Company, Inc. — all reported plans
- Kappler, Inc. Employee Stock Ownership Plan (plan 002)
- Sunrise Industries Inc Profit Sharing Plan (plan 001)
- Sunrise Industries, Inc. — all reported plans
- Matthew Ticola Dmd LLC 401(K) Plan (plan 001)
- Matthew Ticola Dmd LLC — all reported plans
- Factory Connection LLC Flexible Benefits Cafeteria Plan (plan 501)
- Factory Connection LLC Life & Disability Plan (plan 502)
- Alatrade Foods Welfare Plan (plan 502)
- Alatrade Foods — all reported plans
- Kappler, Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources