Albertville, 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, Albertville, AL has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $32,461,094 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
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $32,461,094
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $32,461,094
Contributions & income
- Employer contributions
- $730,856
- Participant contributions
- $1,060,377
- Total income / additions
- $6,129,676
Expenses & distributions
- Benefits paid / distributions
- $5,723,464
- Total expenses
- $5,937,191
- Net increase / (decrease)
- $192,485
Coverage
- Total reported participants
- 6,742
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albertville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mitchell Grocery Corporation Profit Sharing/401(K) Plan | Mitchell Grocery Corporation | $22,102,886 | 2023 |
| Surgical Associates Of Marshall Co., P.C. 401(K) Profit Sharing Plan | Surgical Associates Of Marshall Co., P.C. | $4,056,723 | 2023 |
| Colormasters, LLC 401(K) Retirement Plan | Colormasters, LLC | $2,723,382 | 2023 |
| Melvin D. Thornbury, Jr., M.D., P.C. Profit Sharing Plan | Melvin D. Thornbury, Jr. M.D., P.C. | $2,284,551 | 2023 |
| Douglas Discount Pharmacy,Inc. Profit Sharing Plan | Douglas Discount Pharmacy, Inc. | $1,214,934 | 2023 |
| Express Care Clinic Of Oneonta, Pc 401(K) Profit Sharing Plan | Express Care Clinic Of Oneonta, Pc | $60,507 | 2023 |
| Tmtsif Inc. 401(K) Plan | Tmtsif Inc. | $18,111 | 2023 |
| Gullahorn & Hare Profit Sharing Plan | Gullahorn & Hare, P.C. | $0 | 2023 |
| Mitchell Grocery Corp. Group Health Care And Life | Mitchell Grocery Corp. | not reported in the loaded dataset | 2023 |
| Caterpillar Rail Division Retiree Welfare Benefit Plan | Progress Rail Services Corporation | not reported in the loaded dataset | 2023 |
| Caterpillar Rail Division Welfare Benefit Plan | Progress Rail Services Corporation | not reported in the loaded dataset | 2023 |
| Colormasters, LLC Health & Welfare Benefit Plan | Colormasters, LLC | not reported in the loaded dataset | 2023 |
| Newman Technology Of Alabama Inc Welfare Benefits Plan | Newman Technology Of Alabama Inc | not reported in the loaded dataset | 2023 |
Largest plans in Albertville → · Albertville plans by participants → · Albertville plans with financial data → · Albertville plans with provider compensation → · $1B+ plans in Albertville →
Related Form 5500 pages
- All AL Form 5500 filings
- Mitchell Grocery Corporation Profit Sharing/401(K) Plan (plan 002)
- Mitchell Grocery Corporation — all reported plans
- Surgical Associates Of Marshall Co., P.C. 401(K) Profit Sharing Plan (plan 001)
- Surgical Associates Of Marshall Co., P.C. — all reported plans
- Colormasters, LLC 401(K) Retirement Plan (plan 001)
- Colormasters, LLC — all reported plans
- Melvin D. Thornbury, Jr., M.D., P.C. Profit Sharing Plan (plan 001)
- Melvin D. Thornbury, Jr. M.D., P.C. — all reported plans
- Douglas Discount Pharmacy,Inc. Profit Sharing Plan (plan 001)
- Douglas Discount Pharmacy, Inc. — all reported plans
- Express Care Clinic Of Oneonta, Pc 401(K) Profit Sharing Plan (plan 001)
- Express Care Clinic Of Oneonta, Pc — all reported plans
- Tmtsif Inc. 401(K) Plan (plan 001)
- Tmtsif Inc. — all reported plans
- Gullahorn & Hare Profit Sharing Plan (plan 002)
- Gullahorn & Hare, P.C. — all reported plans
- Mitchell Grocery Corp. Group Health Care And Life (plan 501)
- Caterpillar Rail Division Retiree Welfare Benefit Plan (plan 505)
- Progress Rail Services Corporation — all reported plans
- Caterpillar Rail Division Welfare Benefit Plan (plan 501)
- Colormasters, LLC Health & Welfare Benefit Plan (plan 501)
- Newman Technology Of Alabama Inc Welfare Benefits Plan (plan 501)
- Newman Technology Of Alabama Inc — all reported plans
- Methodology
- Data sources