Northport, 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, Northport, AL has 14 loaded benefit plan(s) reported by 13 plan sponsor(s), with $67,831,246 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$67,831,246
Total reported liabilities (EOY)
$16,241
Total reported net assets (EOY)
$67,815,005

Contributions & income

Employer contributions
$1,567,021
Participant contributions
$2,220,405
Total income / additions
$12,645,326

Expenses & distributions

Benefits paid / distributions
$10,547,874
Total expenses
$10,810,946
Net increase / (decrease)
$1,834,380

Coverage

Total reported participants
2,172
Plans with financial statements
10
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Northport, 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 Northport, AL
PlanSponsorReported assets (EOY)Year
University Orthopaedic Clinic, P.C. 401(K) Profit Sharing PlanUniversity Orthopaedic Clinic, P.C.$29,067,5952023
Warrior Tractor & Equipment Co., Inc. 401(K) Profit Sharing PlanWarrior Tractor & Equipment Co., Inc.$27,496,9712023
Stresscrete Group Us 401(K) PlanStresscrete, Inc.$4,226,1532023
Tuscaloosa Rehabilitation & Hand Center, Inc. 401k Profit Sharing PlanTuscaloosa Rehabilitation And Hand Center, Inc.$2,581,4272023
Blg Logistics Inc. 401(K) Profit Sharing PlanBlg Logistics, Inc.$2,210,3322023
Spiller Associated Furniture Stores, Inc. Profit Sharing PlanSpiller Associated Furniture Stores, Inc.$1,141,9702023
Superior Touch, Inc. 401(K) Profit Sharing PlanSuperior Touch, Inc.$528,9752023
Riverside Land Works Inc. 401(K) PlanRiverside Land Works Inc.$433,7692023
Sweet Home Tuscaloosa Inc. 401(K) PlanSweet Home Tuscaloosa Inc.$100,6542023
Bolta Us, Inc. 401(K) PlanBolta Us, Inc.$43,4002023
Hollyhad Companies, Inc. Employee Benefits PlanHollyhand Companies, Incnot reported in the loaded dataset2023
Bcbs AlForest Manor Health And Rehabnot reported in the loaded dataset2023
Stresscrete, Inc. Health And Welfare PlanStresscrete, Inc.not reported in the loaded dataset2023
Harvest Select Catfish Cafeteria PlanAlabama Catfish, LLCnot reported in the loaded dataset2023

Related Form 5500 pages