Plan5500

Meridianville, 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, Meridianville, AL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $13,264,022 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Meridianville

  • 2 loaded plans hold $13.3M in reported assets across 2 sponsors.
  • The largest, Wells & Tate Electric Co., Inc. Profit Sharing Plan, holds 99% of reported Meridianville plan assets.
  • Plans cover 40 participants — about 20 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$13.3MSummed across loaded plans$13,264,022
Total reported assets$13.3M$13,264,022
Total reported participants40
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$13.3M total assets
Net assets$13.3MLiabilities—
Contributions & income
Employer contributions$511.7K
Participant contributionsNot reported
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$619.2K
Total expenses$652.4K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Meridianville market comparison

Largest plan share of assets99%Wells & Tate Electric Co., Inc. Profit Sharing Plan
Participants per plan20Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Meridianville

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

  1. 1
    Wells & Tate Electric Co., Inc. Profit Sharing Plan$13.1M
    Wells & Tate Electric Co., Inc. · 2023
  2. 2
    Huntsville Food & Management, Inc. 401k Profit Sharing Plan$144.3K
    Huntsville Food & Management, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Meridianville, AL?
2 plan(s) reported by 2 sponsor(s) are loaded for Meridianville, AL.

Related Form 5500 pages