Pelham, 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, Pelham, AL has 25 loaded benefit plan(s) reported by 19 plan sponsor(s), with $120,342,112 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $120,342,112
- Total reported liabilities (EOY)
- $64,402
- Total reported net assets (EOY)
- $120,277,710
Contributions & income
- Employer contributions
- $3,811,907
- Participant contributions
- $9,590,058
- Total income / additions
- $31,901,781
Expenses & distributions
- Benefits paid / distributions
- $9,414,202
- Total expenses
- $10,020,404
- Net increase / (decrease)
- $21,881,377
Coverage
- Total reported participants
- 5,759
- Plans with financial statements
- 15
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pelham, 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 |
|---|---|---|---|
| Restore Management 401k Plan | Restore Therapy Services Ltd | $32,760,233 | 2023 |
| Auto Investment, Inc. 401(K) Plan | Auto Investment, Inc. | $23,866,265 | 2023 |
| Processbarron 401(K) Plan | Process Equipment, Inc. | $17,853,339 | 2023 |
| Southern Copper & Supply Co, Inc 401k Profit Sharing Plan | Southern Copper & Supply Co, Inc | $12,166,899 | 2023 |
| Gabriella White, LLC 401(K) Plan | Gabriella White, LLC | $11,894,625 | 2023 |
| Metro Mini Storage Retirement Plan | Metro Mini Storage | $7,253,185 | 2023 |
| Smith Family Companies, Inc. 401(K) Plan | Smith Family Companies, Inc. | $5,866,038 | 2023 |
| Bww, Inc. 401k Plan | Bww, Inc. | $4,222,881 | 2023 |
| Substation Engineering & Design Corp 401(K) Profit Sharing Plan | Substation Engineering & Design Corp. | $2,168,672 | 2023 |
| Susan Schein Automotive, Inc 401(K) Retirement Pla | Susan Schein Automotive, Inc | $899,615 | 2023 |
| Park Lane Construction LLC 401(K) Retirement Plan | Park Lane Construction LLC | $356,366 | 2023 |
| Kendall Harper Wren, Inc. 401(K) Profit Sharing Plan | Kendall Harper Wren, Inc. | $340,505 | 2023 |
| Marbil, Inc. Profit Sharing Plan | Marbil, Inc. | $310,000 | 2023 |
| Alabama Commercial Services Inc. Retirement Plan | Alabama Commercial Services Inc. | $206,822 | 2023 |
| Whhg Incorporated Retirement Plan | Whhg Incorporated | $176,667 | 2023 |
| Restore Therapy Services Ltd Flexible Benefit Plan | Restore Therapy Services, Ltd | not reported in the loaded dataset | 2023 |
| Remco Medical And Dental Plan | Restaurant Equipment Maintenance Company LLC Dba Remco | not reported in the loaded dataset | 2023 |
| Gabriella White, LLC Health & Welfare Plan | Gabriella White, LLC | not reported in the loaded dataset | 2023 |
| Dental/Vision/Disability | Spradling International Inc. | not reported in the loaded dataset | 2023 |
| Processbarron Health & Welfare Plans | Process Equipment, Inc. Dba Processbarron | not reported in the loaded dataset | 2023 |
| Auto Investment Inc. Employee Benefits Plan | Auto Investment Inc. | not reported in the loaded dataset | 2023 |
| Lumpkin Development Employee Benefits Plan | Lumpkin Development | not reported in the loaded dataset | 2023 |
| Bww, Inc. Medical Plan | Bww, Inc. | not reported in the loaded dataset | 2023 |
| Bww, Inc. Gap Plan | Bww, Inc. | not reported in the loaded dataset | 2023 |
| Bww, Inc. Dental Vision Plan | Bww, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Pelham → · Pelham plans by participants → · Pelham plans with financial data → · Pelham plans with provider compensation → · $1B+ plans in Pelham →
Related Form 5500 pages
- All AL Form 5500 filings
- Restore Management 401k Plan (plan 001)
- Restore Therapy Services Ltd — all reported plans
- Auto Investment, Inc. 401(K) Plan (plan 004)
- Auto Investment, Inc. — all reported plans
- Processbarron 401(K) Plan (plan 001)
- Process Equipment, Inc. — all reported plans
- Southern Copper & Supply Co, Inc 401k Profit Sharing Plan (plan 001)
- Southern Copper & Supply Co, Inc — all reported plans
- Gabriella White, LLC 401(K) Plan (plan 001)
- Gabriella White, LLC — all reported plans
- Metro Mini Storage Retirement Plan (plan 001)
- Metro Mini Storage — all reported plans
- Smith Family Companies, Inc. 401(K) Plan (plan 001)
- Smith Family Companies, Inc. — all reported plans
- Bww, Inc. 401k Plan (plan 001)
- Bww, Inc. — all reported plans
- Substation Engineering & Design Corp 401(K) Profit Sharing Plan (plan 002)
- Substation Engineering & Design Corp. — all reported plans
- Susan Schein Automotive, Inc 401(K) Retirement Pla (plan 001)
- Susan Schein Automotive, Inc — all reported plans
- Park Lane Construction LLC 401(K) Retirement Plan (plan 001)
- Park Lane Construction LLC — all reported plans
- Kendall Harper Wren, Inc. 401(K) Profit Sharing Plan (plan 001)
- Kendall Harper Wren, Inc. — all reported plans
- Marbil, Inc. Profit Sharing Plan (plan 001)
- Marbil, Inc. — all reported plans
- Alabama Commercial Services Inc. Retirement Plan (plan 001)
- Alabama Commercial Services Inc. — all reported plans
- Whhg Incorporated Retirement Plan (plan 001)
- Whhg Incorporated — all reported plans
- Methodology
- Data sources