Daphne, 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, Daphne, AL has 19 loaded benefit plan(s) reported by 19 plan sponsor(s), with $121,453,469 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
19
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$121,453,469
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$121,453,469

Contributions & income

Employer contributions
$3,314,081
Participant contributions
$6,296,865
Total income / additions
$29,421,932

Expenses & distributions

Benefits paid / distributions
$17,044,254
Total expenses
$17,489,438
Net increase / (decrease)
$11,932,494

Coverage

Total reported participants
3,994
Plans with financial statements
17
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Daphne, 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 Daphne, AL
PlanSponsorReported assets (EOY)Year
Bbb Industries, LLC 401(K) Profit Sharing PlanBbb Industries, LLC$39,280,4122023
Small Business Management Corporation Profit Sharing PlanSmall Business Management Corporation$33,731,9232023
Southern Cancer Center, Pc 401(K) PlanSouthern Cancer Center, Pc$13,399,7952023
Pose Group, Inc. Employee Stock Ownership PlanPose Group, Inc.$11,621,4952023
Community Action Agency Of South Alabama Defined Benefit Pension PlanCommunity Action Agency Of South Alabama$5,678,3882023
Map Holdings, Inc. Retirement PlanMap Holdings, Inc.$4,953,4832023
S E & A Automotive, LLC 401(K) PlanS E & A Automotive, LLC$2,761,7822023
Swift Supply 401(K) Retirement Investment PlanSwift Supply, Inc.$2,180,4032023
Yongue Ventures Inc. Retirement PlanYongue Ventures Inc.$1,510,0282023
Jbt Power, Inc 401(K) PlanJbt Power, Inc$1,302,2812023
Dixie Oaks, Inc. Retirement PlanDixie Oaks, Inc.$1,203,2992023
Legacy Operating Company, LLC 401(K) PlanLegacy Operating Company, LLC$1,115,0082023
Kinderkids 401(K) PlanKinderkids Learning Center, Inc.$1,081,1182023
The Hadley Group Retirement PlanThe Hadley Group, Inc.$774,7942023
Cap And Gown, Inc. Profit Sharing PlanCap And Gown, Inc.$588,5532023
Bayside Company, Inc. 401(K) PlanBayside Company, Inc.$270,7072023
Bayside Academy 403(B) Dc & Tda PlanBayside Academy$02023
Imia, LLC Employee Benefits PlanImia, LLCnot reported in the loaded dataset2023
Superior Cleaning Solutions Cafeteria PlanSuperior Cleaning Solutionsnot reported in the loaded dataset2023

Related Form 5500 pages