Cullman, 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, Cullman, AL has 28 loaded benefit plan(s) reported by 23 plan sponsor(s), with $223,523,401 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $223,523,401
- Total reported liabilities (EOY)
- $15,583,151
- Total reported net assets (EOY)
- $207,940,250
Contributions & income
- Employer contributions
- $7,495,115
- Participant contributions
- $8,509,543
- Total income / additions
- $32,130,389
Expenses & distributions
- Benefits paid / distributions
- $25,153,974
- Total expenses
- $26,236,635
- Net increase / (decrease)
- $5,893,754
Coverage
- Total reported participants
- 9,454
- Plans with financial statements
- 21
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cullman, 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 |
|---|---|---|---|
| Altrust Financial Services, Inc. Employee Stock Ownership Plan | Altrust Financial Services, Inc. | $33,561,535 | 2023 |
| Garrison, Inc. Employee Stock Ownership Plan | Garrison, Inc. | $31,368,037 | 2023 |
| Rusken Packaging, Inc. 401(K) Plan | Rusken Packaging, Inc. | $25,721,311 | 2023 |
| Topre America Corporation 401(K) Retirement Plan | Topre America Corporation | $22,344,487 | 2023 |
| Mcgriff Industries, Inc. 401(K) Profit Sharing Plan | Mcgriff Industries, Inc. | $15,242,312 | 2023 |
| Cullman Primary Care, P.C. 401(K) Profit Sharing Plan | Cullman Primary Care, P.C. | $14,223,181 | 2023 |
| Traditions Bancshares, Inc. Employee Stock Ownership Plan | Traditions Bancshares, Inc. | $10,658,888 | 2023 |
| Cullman Savings Bank Employee Stock Ownership Plan | Cullman Savings Bank | $10,656,061 | 2023 |
| Apel Steel Corporation Discretionary Contribution Plan | Apel Steel Corporation | $9,714,906 | 2023 |
| Fcb Bancshares, Inc. Ksop Plan | Premier Bank Of The South | $9,667,282 | 2023 |
| Cullman Internal Medicine 401k Plan | Cullman Internal Medicine | $8,240,152 | 2023 |
| Altrust Financial Services, Inc. 401(K) Profit Sharing Plan | Altrust Financial Services, Inc. | $7,795,473 | 2023 |
| Cullman Cabinet & Supply Co., Inc. Profit Sharing Plan | Cullman Cabinet & Supply Co., Inc. | $6,038,539 | 2023 |
| Cullman Environmental, Inc. 401(K) Retirement Plan | Cullman Environmental, Inc. | $4,888,479 | 2023 |
| Internal Medicine & Pediatrics Of Cullman, Pc 401k Profit Sharing Plan | Internal Medicine & Pediatrics Of Cullman, Pc | $4,125,224 | 2023 |
| Cullman Surgical Associates Pc Retirement Plan | Cullman Surgical Associates Pc | $3,430,998 | 2023 |
| Cullman Veterinary Hospital Pc Profit Sharing Plan | Cullman Veterinary Hospital, Pc | $2,869,634 | 2023 |
| Southern Community Bancshares, Inc. Esop | Southern Community Bancshares, Inc. | $2,143,614 | 2023 |
| Pitts Poultry & Cattle Retirement Plan | Pitts Poultry & Cattle, Company | $479,746 | 2023 |
| Cullman Heart And Urgent Care, Pc 401k Profit Sharing Retirement Plan | Cullman Heart And Urgent Care, Pc | $353,542 | 2023 |
| St John & St John Pension Plan | St John & St John Pension Plan | $0 | 2023 |
| Topre America Corporation Employee Benefit Plan | Topre America Corporation | not reported in the loaded dataset | 2023 |
| Ruscorr LLC Medical Benefits Plan | Ruscorr, LLC | not reported in the loaded dataset | 2023 |
| Mcgriff Industries, Inc. Employee Benefits Plan | Mcgriff Industries, Inc. | not reported in the loaded dataset | 2023 |
| Rusken Packaging, Inc. Employee Benefits Plan | Rusken Packaging, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Cullman → · Cullman plans by participants → · Cullman plans with financial data → · Cullman plans with provider compensation → · $1B+ plans in Cullman →
Related Form 5500 pages
- All AL Form 5500 filings
- Altrust Financial Services, Inc. Employee Stock Ownership Plan (plan 001)
- Altrust Financial Services, Inc. — all reported plans
- Garrison, Inc. Employee Stock Ownership Plan (plan 002)
- Garrison, Inc. — all reported plans
- Rusken Packaging, Inc. 401(K) Plan (plan 001)
- Rusken Packaging, Inc. — all reported plans
- Topre America Corporation 401(K) Retirement Plan (plan 001)
- Topre America Corporation — all reported plans
- Mcgriff Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mcgriff Industries, Inc. — all reported plans
- Cullman Primary Care, P.C. 401(K) Profit Sharing Plan (plan 001)
- Cullman Primary Care, P.C. — all reported plans
- Traditions Bancshares, Inc. Employee Stock Ownership Plan (plan 001)
- Traditions Bancshares, Inc. — all reported plans
- Cullman Savings Bank Employee Stock Ownership Plan (plan 002)
- Cullman Savings Bank — all reported plans
- Apel Steel Corporation Discretionary Contribution Plan (plan 001)
- Apel Steel Corporation — all reported plans
- Fcb Bancshares, Inc. Ksop Plan (plan 001)
- Premier Bank Of The South — all reported plans
- Cullman Internal Medicine 401k Plan (plan 001)
- Cullman Internal Medicine — all reported plans
- Altrust Financial Services, Inc. 401(K) Profit Sharing Plan (plan 002)
- Cullman Cabinet & Supply Co., Inc. Profit Sharing Plan (plan 001)
- Cullman Cabinet & Supply Co., Inc. — all reported plans
- Cullman Environmental, Inc. 401(K) Retirement Plan (plan 001)
- Cullman Environmental, Inc. — all reported plans
- Internal Medicine & Pediatrics Of Cullman, Pc 401k Profit Sharing Plan (plan 001)
- Internal Medicine & Pediatrics Of Cullman, Pc — all reported plans
- Methodology
- Data sources