Demopolis, 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, Demopolis, AL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,033,965 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,033,965
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $6,033,965
Contributions & income
- Employer contributions
- $208,559
- Participant contributions
- $474,793
- Total income / additions
- $1,820,120
Expenses & distributions
- Benefits paid / distributions
- $527,859
- Total expenses
- $578,120
- Net increase / (decrease)
- $1,242,000
Coverage
- Total reported participants
- 991
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Demopolis, 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 |
|---|---|---|---|
| H&M Construction Co. , LLC 401(K) Plan | H&M Construction Co., LLC | $2,669,456 | 2023 |
| West Alabama Mental Health Board, Inc. 403(B) Plan | West Alabama Mental Health Board, Inc. | $2,507,778 | 2023 |
| Ronnie Chu, Md, Pc 401k Profit Sharing Plan | Ronnie Chu, Md, Pc | $856,731 | 2023 |
| Personal Touch Health Plan | Personal Touch By J R Rivas Inc. | not reported in the loaded dataset | 2023 |
| H & M Construction Company, LLC Welfare Benefit Plan | H & M Construction Company, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Demopolis → · Demopolis plans by participants → · Demopolis plans with financial data → · Demopolis plans with provider compensation → · $1B+ plans in Demopolis →
Related Form 5500 pages
- All AL Form 5500 filings
- H&M Construction Co. , LLC 401(K) Plan (plan 001)
- H&M Construction Co., LLC — all reported plans
- West Alabama Mental Health Board, Inc. 403(B) Plan (plan 001)
- West Alabama Mental Health Board, Inc. — all reported plans
- Ronnie Chu, Md, Pc 401k Profit Sharing Plan (plan 001)
- Ronnie Chu, Md, Pc — all reported plans
- Personal Touch Health Plan (plan 501)
- Personal Touch By J R Rivas Inc. — all reported plans
- H & M Construction Company, LLC Welfare Benefit Plan (plan 501)
- Methodology
- Data sources