How many Form 5500 benefit plans are loaded for Stevenson, AL?

1 plan(s) reported by 1 sponsor(s) are loaded for Stevenson, AL.

Stevenson, 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, Stevenson, AL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,667,203 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 Stevenson

1 loaded plans hold $2.7M in reported assets across 1 sponsors.
The largest, North Jackson Bank Employee Stock Ownership Plan, holds 100% of reported Stevenson plan assets.
Plans cover 69 participants — about 69 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$2.7MSummed across loaded plans$2,666,041

Total reported assets$2.7M$2,667,203

Total reported participants69

Total reported liabilities$1.2K$1,162

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets

Net assets$2.7MLiabilities$1.2K

Contributions & income

Employer contributions$72K

Participant contributionsNot reported

Total income / additions$321.2K

Expenses & distributions

Benefits paid / distributions$270.7K

Total expenses$270.7K

Net increase / (decrease)$50.5K

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 Stevenson, 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

Stevenson market comparison

Largest plan share of assets100%North Jackson Bank Employee Stock Ownership Plan

Participants per plan69Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Stevenson

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

1
North Jackson Bank Employee Stock Ownership Plan$2.7M
First Jackson Bank · 2023

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

What to inspect next

Frequently asked questions

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