Plan5500

Huntsville Sw, 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, Huntsville Sw, AL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,428,106 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Huntsville Sw

  • 1 loaded plans hold $1.4M in reported assets across 1 sponsors.
  • The largest, Zeta Pharmaceuticals, LLC 401k Profit Sharing Plan, holds 100% of reported Huntsville Sw plan assets.
  • Plans cover 7 participants — about 7 per plan.
  • 100% 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$1.4MSummed across loaded plans$1,428,106
Total reported assets$1.4M$1,428,106
Total reported participants7
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities—
Contributions & income
Employer contributions$11K
Participant contributionsNot reported
Total income / additions$263.7K
Expenses & distributions
Benefits paid / distributions$30.1K
Total expenses$30.1K
Net increase / (decrease)$233.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Huntsville Sw market comparison

Largest plan share of assets100%Zeta Pharmaceuticals, LLC 401k Profit Sharing Plan
Participants per plan7Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Huntsville Sw

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

  1. 1
    Zeta Pharmaceuticals, LLC 401k Profit Sharing Plan$1.4M
    Zeta Pharmaceuticals, LLC 401k Psp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Huntsville Sw, AL?
1 plan(s) reported by 1 sponsor(s) are loaded for Huntsville Sw, AL.

Related Form 5500 pages