Pell City, 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, Pell City, AL has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $58,326,493 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $58,326,493
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $58,326,493
Contributions & income
- Employer contributions
- $2,609,830
- Participant contributions
- $4,139,231
- Total income / additions
- $14,719,898
Expenses & distributions
- Benefits paid / distributions
- $7,332,023
- Total expenses
- $7,609,541
- Net increase / (decrease)
- $7,110,357
Coverage
- Total reported participants
- 3,254
- Plans with financial statements
- 7
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pell City, 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 |
|---|---|---|---|
| Wkw North America 401(K) Plan | Wkw North America Holding, Inc. | $20,854,705 | 2023 |
| Metro Bank 401(K)Plan | Metro Bank | $19,345,001 | 2023 |
| Eissmann Automotive 401k Plan | Eissmann Automotive, Inc. | $9,321,115 | 2023 |
| Union State Bank 401(K) Profit Sharing Plan | Union State Bank | $4,205,523 | 2023 |
| Garrison Steel 401(K) Plan | Garrison Steel Erectors, Inc. | $3,895,139 | 2023 |
| Charles E. Walters & Co. Inc. Psp | Charles E. Walters & Company, Inc. | $683,064 | 2023 |
| S & J Automotive Tools Inc. 401(K) Plan | S & J Automotive Tools Inc. | $21,946 | 2023 |
| Wkw Flexible Benefit Plan | Wkw North America Holding, Inc. | not reported in the loaded dataset | 2023 |
| Metro Bank Cafeteria Plan | Metro Bank | not reported in the loaded dataset | 2023 |
| Union State Bank Cafeteria Plan | Union State Bank | not reported in the loaded dataset | 2023 |
| Tci Of Alabama LLC Section 125 Pop Plan | Tci Of Alabama LLC | not reported in the loaded dataset | 2023 |
Largest plans in Pell City → · Pell City plans by participants → · Pell City plans with financial data → · Pell City plans with provider compensation → · $1B+ plans in Pell City →
Related Form 5500 pages
- All AL Form 5500 filings
- Wkw North America 401(K) Plan (plan 002)
- Wkw North America Holding, Inc. — all reported plans
- Metro Bank 401(K)Plan (plan 001)
- Metro Bank — all reported plans
- Eissmann Automotive 401k Plan (plan 001)
- Eissmann Automotive, Inc. — all reported plans
- Union State Bank 401(K) Profit Sharing Plan (plan 001)
- Union State Bank — all reported plans
- Garrison Steel 401(K) Plan (plan 001)
- Garrison Steel Erectors, Inc. — all reported plans
- Charles E. Walters & Co. Inc. Psp (plan 002)
- Charles E. Walters & Company, Inc. — all reported plans
- S & J Automotive Tools Inc. 401(K) Plan (plan 001)
- S & J Automotive Tools Inc. — all reported plans
- Wkw Flexible Benefit Plan (plan 501)
- Metro Bank Cafeteria Plan (plan 501)
- Union State Bank Cafeteria Plan (plan 501)
- Tci Of Alabama LLC Section 125 Pop Plan (plan 501)
- Tci Of Alabama LLC — all reported plans
- Methodology
- Data sources