Russellville, 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, Russellville, AL has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $66,608,007 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
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,608,007
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$66,608,007

Contributions & income

Employer contributions
$2,827,887
Participant contributions
$4,075,106
Total income / additions
$16,549,700

Expenses & distributions

Benefits paid / distributions
$7,666,968
Total expenses
$7,897,049
Net increase / (decrease)
$8,652,651

Coverage

Total reported participants
4,878
Plans with financial statements
5
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Russellville, 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 Russellville, AL
PlanSponsorReported assets (EOY)Year
Cb&S Bank 401(K) Profit Sharing PlanCb&S Bank$35,381,5942023
General Southern Industries, Inc. 401(K) PlanGeneral Southern Industries, Inc.$20,133,5292023
Trm Innovative Hearth Products 401(K) PlanTrm Innovative Hearth Products$10,353,0102023
Fleet Driver Service, Inc. 401(K) PlanFleet Driver Service, Inc.$683,5912023
The Liddle Corporation 401(K) PlanThe Liddle Corporation$56,2832023
Franklin HomesFranklin Structures, LLCnot reported in the loaded dataset2023
Trm Innovative Hearth Products, LLC Employee Benefits PlanTrm Innovative Hearth Products, LLCnot reported in the loaded dataset2023
Franklin HomesFranklin Structures, LLCnot reported in the loaded dataset2023
Fleet Driver Services, Inc. Welfare Benefit PlanFleet Driver Services, Inc.not reported in the loaded dataset2023
Welfare Plan Of Cb&S BankCb & S Banknot reported in the loaded dataset2023
General Southern Industries Flexible Benefits PlanGeneral Southern Industriesnot reported in the loaded dataset2023

Related Form 5500 pages