Haleyville, 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, Haleyville, AL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $4,568,783 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,568,783
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,568,783

Contributions & income

Employer contributions
$429,535
Participant contributions
$847,927
Total income / additions
$1,710,048

Expenses & distributions

Benefits paid / distributions
$595,048
Total expenses
$688,466
Net increase / (decrease)
$1,021,582

Coverage

Total reported participants
1,140
Plans with financial statements
3
Plans with provider compensation
1

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

Largest loaded plans in Haleyville, AL
PlanSponsorReported assets (EOY)Year
Cabinetry Holdings Corp. 401(K) PlanCabinetry Holdings Corp.$2,097,0572023
City Of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity Of Haleyville Water Works & Sewer Board$1,862,9122023
Borden Dental, Pc 401(K) Profit Sharing PlanBorden Dental, Pc$608,8142023
Kith Kitchens Medical Plan BenefitKith Kitchensnot reported in the loaded dataset2023
Lakeland Community Hospital, Inc. Health & Welfare Benefits PlanLakeland Community Hospital, Inc.not reported in the loaded dataset2023

Related Form 5500 pages