Plan5500

Hartselle, 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, Hartselle, AL has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $43,953,799 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Hartselle

  • 7 loaded plans hold $44M in reported assets across 7 sponsors.
  • The largest, Magnolia River 401(K) Plan, holds 84% of reported Hartselle plan assets.
  • Plans cover 2,605 participants — about 372 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$44MSummed across loaded plans$43,953,799
Total reported assets$44M$43,953,799
Total reported participants2.6K2,605
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$44M total assets
Net assets$44MLiabilities$0
Contributions & income
Employer contributions$2.5M
Participant contributions$4.5M
Total income / additions$13.6M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.6M
Net increase / (decrease)$9M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation2 / 7 (29%)

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

Hartselle market comparison

Largest plan share of assets84%Magnolia River 401(K) Plan
Participants per plan372Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Hartselle

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

  1. 1
    Magnolia River 401(K) Plan$37.1M
    Magnolia River Services, Inc. · 2023
  2. 2
    Profit Sharing Plan$2.5M
    James L Joy, Dds · 2023
  3. 3
    Bharat Vakharia, M.D., P.C. 401(K) Profit Sharing Plan$2.2M
    Bharat Vakharia, M.D., P.C. · 2023
  4. 4
    Ryan Equipment Center Inc. Retirement Plan$1.6M
    Ryan Equipment Center Inc. · 2023
  5. 5
    Excel Interior Door, LLC 401(K) Plan$523K
    Excel Interior Door, LLC · 2023
  6. 6
    Lightspeed Technology Services Corp 401(K) Plan$10.8K
    Lightspeed Technology Services Corp · 2023
  7. 7
    Powergrid Services Acquisition, LLC Wrap Plannot reported in the loaded dataset
    Powergrid Services Acquisition, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hartselle, AL?
7 plan(s) reported by 7 sponsor(s) are loaded for Hartselle, AL.

Related Form 5500 pages