Plan5500

Loxley, 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, Loxley, AL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $15,752,187 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Loxley

  • 4 loaded plans hold $15.8M in reported assets across 3 sponsors.
  • The largest, Flowerwood Nursery, Inc. And Affiliates Profit Sharing Plan And Trust, holds 93% of reported Loxley plan assets.
  • Plans cover 1,202 participants — about 301 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.8MSummed across loaded plans$15,752,187
Total reported assets$15.8M$15,752,187
Total reported participants1.2K1,202
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.8M total assets
Net assets$15.8MLiabilities$0
Contributions & income
Employer contributions$539.5K
Participant contributions$936.9K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Loxley market comparison

Largest plan share of assets93%Flowerwood Nursery, Inc. And Affiliates Profit Sharing Plan And Trust
Participants per plan301Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Loxley

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

  1. 1
    Flowerwood Nursery, Inc. And Affiliates Profit Sharing Plan And Trust$14.6M
    Flowerwood Nursery, Inc. · 2023
  2. 2
    Kushner Logistics Incorporated Retirement Plan$1.2M
    Kushner Logistics Incorporated · 2023
  3. 3
    Hcc Marketing, Inc Retirement Plan$24.8K
    Hcc Marketing, Inc · 2023
  4. 4
    Flowerwood Nursery, Inc. & Affiliates Welfare Benefit Plannot reported in the loaded dataset
    Flowerwood Nursery, Inc. & Affiliates · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Loxley, AL?
4 plan(s) reported by 3 sponsor(s) are loaded for Loxley, AL.

Related Form 5500 pages