Enterprise, 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, Enterprise, AL has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $347,816,922 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $347,816,922
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $347,816,922
Contributions & income
- Employer contributions
- $8,292,152
- Participant contributions
- $16,956,430
- Total income / additions
- $96,237,104
Expenses & distributions
- Benefits paid / distributions
- $36,706,155
- Total expenses
- $36,917,323
- Net increase / (decrease)
- $59,319,781
Coverage
- Total reported participants
- 6,825
- Plans with financial statements
- 9
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Enterprise, 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 |
|---|---|---|---|
| Carr, Riggs & Ingram, LLC 401(K) Plan & Trust | Carr, Riggs & Ingram, LLC | $328,162,952 | 2023 |
| Mitchell Nissan-Mazda 401(K) Savings & Retirement Plan | Mitchell Nissan, Inc. | $9,082,075 | 2023 |
| Pathway, Inc. 401(K) Plan | Pathway, Inc. | $3,507,800 | 2023 |
| Arista Aviation Services Group, LLC 401(K) Plan & Trust | Arista Aviation Services Group, LLC | $2,495,305 | 2023 |
| Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan | Dr. Charles V. Oliver, Orthodontis P.C. | $2,179,354 | 2023 |
| Chascorp Capital Retirement Plan | Chascorp Capital, Inc. | $1,989,574 | 2023 |
| Morgan Family Investments Corporation 401(K) Profit Sharing Plan | Morgan Family Investments Corporation | $278,205 | 2023 |
| Wisevestors Inc. 401(K) Plan | Wisevestors Inc. | $79,226 | 2023 |
| La Ventures, Inc. 401(K) Plan | La Ventures, Inc. | $42,431 | 2023 |
| Pathway, Inc. Health Benefit Plan | Pathway, Inc. | not reported in the loaded dataset | 2023 |
| Carr Riggs & Ingram, LLC Flexible Benefit Plan | Carr, Riggs, & Ingram, LLC | not reported in the loaded dataset | 2023 |
| Enterprise Nursing Home Welfare Benefit Plan | Enterprise Health & Rehab | not reported in the loaded dataset | 2023 |
| Hwaseung Automotive Alabama LLC Welfare Benefit Pl F/K/A Hs Automotive Alabama Inc. Welfare Benefit P | Hwaseung Automotive America Holdings Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Enterprise → · Enterprise plans by participants → · Enterprise plans with financial data → · Enterprise plans with provider compensation → · $1B+ plans in Enterprise →
Related Form 5500 pages
- All AL Form 5500 filings
- Carr, Riggs & Ingram, LLC 401(K) Plan & Trust (plan 001)
- Carr, Riggs & Ingram, LLC — all reported plans
- Mitchell Nissan-Mazda 401(K) Savings & Retirement Plan (plan 001)
- Mitchell Nissan, Inc. — all reported plans
- Pathway, Inc. 401(K) Plan (plan 001)
- Pathway, Inc. — all reported plans
- Arista Aviation Services Group, LLC 401(K) Plan & Trust (plan 001)
- Arista Aviation Services Group, LLC — all reported plans
- Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan (plan 003)
- Dr. Charles V. Oliver, Orthodontis P.C. — all reported plans
- Chascorp Capital Retirement Plan (plan 001)
- Chascorp Capital, Inc. — all reported plans
- Morgan Family Investments Corporation 401(K) Profit Sharing Plan (plan 001)
- Morgan Family Investments Corporation — all reported plans
- Wisevestors Inc. 401(K) Plan (plan 001)
- Wisevestors Inc. — all reported plans
- La Ventures, Inc. 401(K) Plan (plan 001)
- La Ventures, Inc. — all reported plans
- Pathway, Inc. Health Benefit Plan (plan 501)
- Carr Riggs & Ingram, LLC Flexible Benefit Plan (plan 501)
- Enterprise Nursing Home Welfare Benefit Plan (plan 502)
- Enterprise Health & Rehab — all reported plans
- Hwaseung Automotive Alabama LLC Welfare Benefit Pl F/K/A Hs Automotive Alabama Inc. Welfare Benefit P (plan 501)
- Hwaseung Automotive America Holdings Inc. — all reported plans
- Methodology
- Data sources