Talladega, 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, Talladega, AL has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $20,446,823 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.4MSummed across loaded plans$20,446,823
Total reported assets$20.4M$20,446,823
Total reported participants2.4K2,350
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.4M total assets
Net assets$20.4MLiabilities$0
Contributions & income
Employer contributions$516.5K
Participant contributions$828.7K
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$835.9K
Total expenses$965.5K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation2 / 8 (25%)

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

Talladega market comparison

Largest plan share of assets48%Firstbanc Of Alabama Incorporated 401(K) Plan
Participants per plan294Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Talladega

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

  1. 1
    Firstbanc Of Alabama, Incorporated · 2023
  2. 2
    Brecon Knitting Mills Inc. · 2023
  3. 3
  4. 4
    Tms Management LLC Life Benefitsnot reported in the loaded dataset
    Tms Management LLC · 2023
  5. 5
    First Bank Of Alabama Welfare Benefit Plannot reported in the loaded dataset
    First Bank Of Alabama · 2023
  6. 6
    Tms Management LLC Secondary Insurancenot reported in the loaded dataset
    Tms Management LLC · 2023
  7. 7
    Baker Food Incnot reported in the loaded dataset
    Baker Foods Inc · 2023
  8. 8
    Tms Management LLC Health Benefitsnot reported in the loaded dataset
    Tms Management LLC Health Benefits · 2023

Related Form 5500 pages