Troy, 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, Troy, AL has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $143,381,336 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$143,381,336
Total reported liabilities (EOY)
$2,389
Total reported net assets (EOY)
$143,378,947

Contributions & income

Employer contributions
$5,723,979
Participant contributions
$8,860,958
Total income / additions
$34,472,050

Expenses & distributions

Benefits paid / distributions
$14,594,419
Total expenses
$15,084,043
Net increase / (decrease)
$19,388,007

Coverage

Total reported participants
6,435
Plans with financial statements
7
Plans with provider compensation
4

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

Largest loaded plans by reported assets

Largest loaded plans in Troy, AL
PlanSponsorReported assets (EOY)Year
Troy Bank & Trust Company 401(K) Retirement PlanTroy Bank & Trust Company$38,679,2712023
Wiley Sanders Truck Lines, Inc. 401(K) Profit Sharing PlanWiley Sanders Truck Lines, Inc.$37,780,2702023
Kimber Mfg., Inc. 401(K) PlanKimber Mfg., Inc.$30,470,3162023
Airtek Construction 401(K) Retirement PlanAirtek Construction Inc$15,905,1582023
Charles Henderson Child Health Center Defined Contribution Retirement PlanCharles Henderson Memorial Association$9,768,3692023
Southeast Alabama Rural Health Associates 403(B) PlanSoutheast Alabama Rural Health Associates$7,974,4532023
Gibson And Carden, LLC 401k PlanGibson And Carden, LLC$2,803,4992023
Hb&G Building Products, Inc.Hb&G Building Products, Inc.not reported in the loaded dataset2023
Kimber Mfg., Inc. Health And Welfare PlanKimber Mfg., Inc.not reported in the loaded dataset2023
The Wisdom Group, Inc Life PlanThe Wisdom Group, Incnot reported in the loaded dataset2023
Troy Bank And Trust 125 Fringe Benefit PlanTroy Bank And Trust Companynot reported in the loaded dataset2023
Wiley Sanders Truck Lines, Inc.Wiley Sanders Truck Lines, Inc.not reported in the loaded dataset2023
Airtek Construction, Inc. Health And Welfare PlanAirtek Construction, Inc.not reported in the loaded dataset2023

Related Form 5500 pages