Mountain Brook, 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, Mountain Brook, AL has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $8,285,118 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,285,118
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $8,285,118
Contributions & income
- Employer contributions
- $146,899
- Participant contributions
- $51,803
- Total income / additions
- $1,928,610
Expenses & distributions
- Benefits paid / distributions
- $679,127
- Total expenses
- $710,792
- Net increase / (decrease)
- $1,217,818
Coverage
- Total reported participants
- 467
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mountain Brook, 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 |
|---|---|---|---|
| Continental Brokerage Corporation Profit Sharing Plan | Continental Brokerage Corporation | $5,896,983 | 2023 |
| 550 Construction, LLC. 401k Profit Sharing Plan | 550 Construction, LLC. | $900,013 | 2023 |
| Signature Utility Services, LLC 401(K) Plan | Signature Utility Services, LLC | $697,084 | 2023 |
| Fitpulse Corp 401k Profit Sharing Plan | Fitpulse Corp | $485,944 | 2023 |
| Tuten Agency, Inc. 401(K) Plan | Tuten Agency, Inc. | $305,094 | 2023 |
| David L. Rader, M.D., P.C. Profit Sharing Plan | David L. Rader, M.D., P.C. | $0 | 2023 |
| Cah Holdings Inc Welfare Benefit Plan | Cah Holdings Inc | not reported in the loaded dataset | 2023 |
Largest plans in Mountain Brook → · Mountain Brook plans by participants → · Mountain Brook plans with financial data → · Mountain Brook plans with provider compensation → · $1B+ plans in Mountain Brook →
Related Form 5500 pages
- All AL Form 5500 filings
- Continental Brokerage Corporation Profit Sharing Plan (plan 001)
- Continental Brokerage Corporation — all reported plans
- 550 Construction, LLC. 401k Profit Sharing Plan (plan 001)
- 550 Construction, LLC. — all reported plans
- Signature Utility Services, LLC 401(K) Plan (plan 001)
- Signature Utility Services, LLC — all reported plans
- Fitpulse Corp 401k Profit Sharing Plan (plan 001)
- Fitpulse Corp — all reported plans
- Tuten Agency, Inc. 401(K) Plan (plan 001)
- Tuten Agency, Inc. — all reported plans
- David L. Rader, M.D., P.C. Profit Sharing Plan (plan 001)
- David L. Rader, M.D., P.C. — all reported plans
- Cah Holdings Inc Welfare Benefit Plan (plan 502)
- Cah Holdings Inc — all reported plans
- Methodology
- Data sources