How many Form 5500 benefit plans are loaded for St. Clair County, AL?

1 plan(s) reported by 1 sponsor(s) are loaded for St. Clair County, AL.

St. Clair County, 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, St. Clair County, AL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $382,614 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 St. Clair County

1 loaded plans hold $382.6K in reported assets across 1 sponsors.
The largest, Tricord Investment Group, Inc. 401k Profit Sharing Plan, holds 100% of reported St. Clair County plan assets.
Plans cover 2 participants — about 2 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$382.6KSummed across loaded plans$382,614

Total reported assets$382.6K$382,614

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$382.6K total assets

Net assets$382.6KLiabilities—

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)-$50.8K

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 St. Clair County, 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

St. Clair County market comparison

Largest plan share of assets100%Tricord Investment Group, Inc. 401k Profit Sharing Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in St. Clair County

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

1
Tricord Investment Group, Inc. 401k Profit Sharing Plan$382.6K
Tricord Investment Group, Inc. · 2023

Largest plans in St. Clair County → · St. Clair County plans by participants → · St. Clair County plans with financial data → · St. Clair County plans with provider compensation → · $1B+ plans in St. Clair County →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for St. Clair County, AL?: 1 plan(s) reported by 1 sponsor(s) are loaded for St. Clair County, AL.