Plan5500

Ohatchee, 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, Ohatchee, AL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,077,603 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 Ohatchee

  • 2 loaded plans hold $4.1M in reported assets across 2 sponsors.
  • The largest, Echols Metal LLC 401(K) Profit Sharing Plan, holds 75% of reported Ohatchee plan assets.
  • Plans cover 45 participants — about 23 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$4.1MSummed across loaded plans$4,077,603
Total reported assets$4.1M$4,077,603
Total reported participants45
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities—
Contributions & income
Employer contributions$138.9K
Participant contributions$462.9K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$2.4K
Total expenses$2.4K
Net increase / (decrease)$1.2M

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 Ohatchee, 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

Ohatchee market comparison

Largest plan share of assets75%Echols Metal LLC 401(K) Profit Sharing Plan
Participants per plan23Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Ohatchee

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

  1. 1
    Echols Metal LLC 401(K) Profit Sharing Plan$3.1M
    Echols Metal, LLC · 2023
  2. 2
    Dr. Tamara Mcintosh, LLC 401(K)Psp$1M
    Dr. Tamara Mcintosh, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages