Homewood, 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, Homewood, AL has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $90,384,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $90,384,961
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $90,384,961
Contributions & income
- Employer contributions
- $3,784,281
- Participant contributions
- $4,045,479
- Total income / additions
- $20,428,568
Expenses & distributions
- Benefits paid / distributions
- $6,822,441
- Total expenses
- $7,066,458
- Net increase / (decrease)
- $13,362,110
Coverage
- Total reported participants
- 1,743
- Plans with financial statements
- 9
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Homewood, 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 |
|---|---|---|---|
| Urology Centers Of Alabama, P.C. 401(K) Profit Sharing Retirement Plan | Urology Centers Of Alabama, P.C. | $51,437,559 | 2023 |
| Truckworx Employee Retirement Savings Plan | Truckworx, Inc | $25,042,119 | 2023 |
| Uca 2019 Pension Plan | Urology Centers Of Alabama, P.C. | $6,499,787 | 2023 |
| Southern Medical Technologies LLC 401k Profit Sharing Plan | Southern Medical Technologies LLC | $3,767,331 | 2023 |
| Mccool & Bhuta Ear, Nose & Throat Specialists, P.C 401(K) Plan | Mccool & Bhuta Ear, Nose & Throat Specialists, P.C. | $2,596,346 | 2023 |
| 401a Profit-Sharing Plan Of Bridgeways, Inc. | Bridgeways, Inc. | $600,091 | 2023 |
| Tax Deferred Annuity Plan Of Bridgeways, Inc. | Bridgeways, Inc. | $433,349 | 2023 |
| Dell Productions Corp. 401(K) Plan | Dell Productions Corp | $8,379 | 2023 |
| Cullman Urology, P.A. 401(K) Profit Sharing Plan | Cullman Urology, P.A. | $0 | 2023 |
| Highfive Dental Holdco, LLC Employee Benefits Plan | Highfive Dental Holdco, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Homewood → · Homewood plans by participants → · Homewood plans with financial data → · Homewood plans with provider compensation → · $1B+ plans in Homewood →
Related Form 5500 pages
- All AL Form 5500 filings
- Urology Centers Of Alabama, P.C. 401(K) Profit Sharing Retirement Plan (plan 001)
- Urology Centers Of Alabama, P.C. — all reported plans
- Truckworx Employee Retirement Savings Plan (plan 001)
- Truckworx, Inc — all reported plans
- Uca 2019 Pension Plan (plan 005)
- Southern Medical Technologies LLC 401k Profit Sharing Plan (plan 001)
- Southern Medical Technologies LLC — all reported plans
- Mccool & Bhuta Ear, Nose & Throat Specialists, P.C 401(K) Plan (plan 001)
- Mccool & Bhuta Ear, Nose & Throat Specialists, P.C. — all reported plans
- 401a Profit-Sharing Plan Of Bridgeways, Inc. (plan 002)
- Bridgeways, Inc. — all reported plans
- Tax Deferred Annuity Plan Of Bridgeways, Inc. (plan 003)
- Dell Productions Corp. 401(K) Plan (plan 001)
- Dell Productions Corp — all reported plans
- Cullman Urology, P.A. 401(K) Profit Sharing Plan (plan 003)
- Cullman Urology, P.A. — all reported plans
- Highfive Dental Holdco, LLC Employee Benefits Plan (plan 501)
- Highfive Dental Holdco, LLC — all reported plans
- Methodology
- Data sources