Plan5500

Smiths Station, 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, Smiths Station, AL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $267,000 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Smiths Station

  • 1 loaded plans hold $267K in reported assets across 1 sponsors.
  • The largest, Thistle Rose Business Services Inc. Retirement Plan, holds 100% of reported Smiths Station plan assets.
  • Plans cover 0 participants — about 0 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$267KSummed across loaded plans$267,000
Total reported assets$267K$267,000
Total reported participants0
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$267K total assets
Net assets$267KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$63K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Smiths Station market comparison

Largest plan share of assets100%Thistle Rose Business Services Inc. Retirement Plan
Participants per plan0Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Smiths Station

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

  1. 1
    Thistle Rose Business Services Inc. Retirement Plan$267K
    Thistle Rose Business Services Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages