Anniston, 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, Anniston, AL has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $19,354,633 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,354,633
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,354,633

Contributions & income

Employer contributions
$617,046
Participant contributions
$843,244
Total income / additions
$3,851,728

Expenses & distributions

Benefits paid / distributions
$4,047,059
Total expenses
$4,229,855
Net increase / (decrease)
-$378,127

Coverage

Total reported participants
1,383
Plans with financial statements
8
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anniston, 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 Anniston, AL
PlanSponsorReported assets (EOY)Year
Cmp Employee Savings PlanCorporation For The Promotion Of Rifle Practice And Firearms Safety$7,385,1342023
Jb Benton Dds 401(K) Profit Sharing PlanJohn B Benton Jr Dds Pc$3,918,2462023
The Wakefield'S, Inc. Profit Sharing And 401(K) Savings PlanWakefield'S, Inc.$2,758,8072023
Maddox Pain Management, P.C. 401(K) Profit Sharing PlanMaddox Pain Management, P.C.$1,884,0632023
Hgs Engineering, Inc. 401(K) Profit Sharing PlanHgs Engineering, Inc.$1,724,6032023
Hale Building Company, Inc. Profit Sharing PlanHale Building Company, Inc.$1,009,4272023
Arris 401(K) PlanArris Inc.$674,1852023
Lee Brass 401(K) Retirement PlanLee Brass Foundry, LLC$1682023
Lee Brass Acquisitions, LLC.Fidelis - Lee Brass Acquisitions LLCnot reported in the loaded dataset2023
Lee Brass Foundry, LLC Welfare Benefit PlanLee Brass Foundry, LLCnot reported in the loaded dataset2023

Related Form 5500 pages