Sheffield, 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, Sheffield, AL has 10 loaded benefit plan(s) reported by 3 plan sponsor(s), with $41,578,292 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $41,578,292
- Total reported liabilities (EOY)
- $48
- Total reported net assets (EOY)
- $42,001,372
Contributions & income
- Employer contributions
- $1,260,973
- Participant contributions
- $2,373,930
- Total income / additions
- $10,117,351
Expenses & distributions
- Benefits paid / distributions
- $2,319,307
- Total expenses
- $2,746,189
- Net increase / (decrease)
- $7,371,162
Coverage
- Total reported participants
- 4,132
- Plans with financial statements
- 3
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sheffield, 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 |
|---|---|---|---|
| Bank Independent 401(K) Profit Sharing Plan | Bank Independent Inc | $39,961,996 | 2023 |
| Shoals Primary Care Retirement Plan | Shoals Primary Care, LLC | $946,697 | 2023 |
| Basic The International Association Of Machinists & Aerospace Workers | Joint Board Of Trustees | $669,599 | 2023 |
| Bank Independent Ltd | Bank Independent | not reported in the loaded dataset | 2023 |
| Bank Independent Life/Add | Bank Independent | not reported in the loaded dataset | 2023 |
| Bank Independent Aflac | Bank Independent | not reported in the loaded dataset | 2023 |
| Bank Independent Vision | Bank Independent | not reported in the loaded dataset | 2023 |
| Bank Independent Eap | Bank Independent | not reported in the loaded dataset | 2023 |
| Bank Independent 5star | Bank Independent | not reported in the loaded dataset | 2023 |
| Bank Independent Health-Dental | Bank Independent | not reported in the loaded dataset | 2023 |
Largest plans in Sheffield → · Sheffield plans by participants → · Sheffield plans with financial data → · Sheffield plans with provider compensation → · $1B+ plans in Sheffield →
Related Form 5500 pages
- All AL Form 5500 filings
- Bank Independent 401(K) Profit Sharing Plan (plan 002)
- Bank Independent Inc — all reported plans
- Shoals Primary Care Retirement Plan (plan 001)
- Shoals Primary Care, LLC — all reported plans
- Basic The International Association Of Machinists & Aerospace Workers (plan 501)
- Joint Board Of Trustees — all reported plans
- Bank Independent Ltd (plan 505)
- Bank Independent Life/Add (plan 506)
- Bank Independent Aflac (plan 507)
- Bank Independent Vision (plan 508)
- Bank Independent Eap (plan 509)
- Bank Independent 5star (plan 510)
- Bank Independent Health-Dental (plan 504)
- Methodology
- Data sources