Plan5500

Boaz, 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, Boaz, AL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,540,481 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.5MSummed across loaded plans$6,540,481
Total reported assets$6.5M$6,540,481
Total reported participants396
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.5M total assets
Net assets$6.5MLiabilities$0
Contributions & income
Employer contributions$120.6K
Participant contributions$277.9K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$147.9K
Total expenses$186K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Boaz market comparison

Largest plan share of assets62%Kabco Builders, Inc. 401(K) Retirement Plan
Participants per plan132Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Boaz

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

  1. 1
    Kabco Builders, Inc. 401(K) Retirement Plan$4.1M
    Kabco Builders, Inc. · 2023
  2. 2
    Summers W. Taylor, Iii, M.D., P.C. Profit Sharing Plan$2.5M
    Summers W. Taylor, Iii, M.D., P.C. · 2023
  3. 3
    Kabco Builders, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Kabco Builders, Inc. · 2023

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

Related Form 5500 pages