Plan5500

Shoal Creek, 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, Shoal Creek, AL has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $466,990 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
1
Latest filing year
2023

What stands out in Shoal Creek

  • 2 loaded plans hold $467K in reported assets across 1 sponsors.
  • The largest, The Mindside LLC Cash Balance Plan, holds 66% of reported Shoal Creek plan assets.
  • Plans cover 6 participants — about 3 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$467KSummed across loaded plans$466,990
Total reported assets$467K$466,990
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$467K total assets
Net assets$467KLiabilities—
Contributions & income
Employer contributions$187.8K
Participant contributions$62.4K
Total income / additions$268.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$60
Net increase / (decrease)$268.5K

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 Shoal Creek, 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

Shoal Creek market comparison

Largest plan share of assets66%The Mindside LLC Cash Balance Plan
Participants per plan3Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Shoal Creek

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

  1. 1
    The Mindside LLC Cash Balance Plan$309.1K
    The Mindside LLC · 2023
  2. 2
    The Mindside LLC 401(K) Plan$157.9K
    The Mindside LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shoal Creek, AL?
2 plan(s) reported by 1 sponsor(s) are loaded for Shoal Creek, AL.

Related Form 5500 pages