Plan5500

Spanish Fort, 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, Spanish Fort, AL has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $2,067,617 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Spanish Fort

  • 6 loaded plans hold $2.1M in reported assets across 6 sponsors.
  • The largest, Lssi 401k, holds 64% of reported Spanish Fort plan assets.
  • Plans cover 378 participants — about 63 per plan.
  • 83% 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-$5.8MSummed across loaded plans-$5,848,358
Total reported assets$2.1M$2,067,617
Total reported participants378
Total reported liabilities$7.9M$7,915,975

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets-$5.8MLiabilities$7.9M
Contributions & income
Employer contributions$441.3K
Participant contributions$1.4K
Total income / additions-$7.2M
Expenses & distributions
Benefits paid / distributions$152.8K
Total expenses$446.2K
Net increase / (decrease)-$7.7M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation0 / 6 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Spanish Fort, 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

Spanish Fort market comparison

Largest plan share of assets64%Lssi 401k
Participants per plan63Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Spanish Fort

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

  1. 1
    Lssi 401k$1.3M
    Loxley Super Storage Inc. · 2023
  2. 2
    Linco Holdings, Inc. Employee Stock Ownership Plan$739.9K
    Linco Holdings, Inc · 2023
  3. 3
    Karoka Ventures Inc. Retirement Plan$8K
    Karoka Ventures Inc. · 2023
  4. 4
    Brightstar Fl Al Operations Health And Welfare Plan$0
    Brightstar Fl Al Operations · 2023
  5. 5
    Reese Marine And Manufacturing Corp. 401(K) Plan$0
    Reese Marine And Manufacturing Corp. · 2023
  6. 6
    American Scaffold Employee Benefits Plannot reported in the loaded dataset
    American Scaffold · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Spanish Fort, AL?
6 plan(s) reported by 6 sponsor(s) are loaded for Spanish Fort, AL.

Related Form 5500 pages