Talladega, 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, Talladega, AL has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $20,446,823 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,446,823
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$20,446,823

Contributions & income

Employer contributions
$516,474
Participant contributions
$828,655
Total income / additions
$4,097,081

Expenses & distributions

Benefits paid / distributions
$835,945
Total expenses
$965,521
Net increase / (decrease)
$3,131,560

Coverage

Total reported participants
2,350
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Talladega, 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 Talladega, AL
PlanSponsorReported assets (EOY)Year
Firstbanc Of Alabama Incorporated 401(K) PlanFirstbanc Of Alabama, Incorporated$9,751,9212023
Brecon Knitting Mill, Inc. 401(K) PlanBrecon Knitting Mills Inc.$5,404,8512023
Talladega Clay Randolph Child Care Corp. 401(K) Profit Sharing PlanTalladega-Clay-Randolph Child$5,290,0512023
Tms Management LLC Life BenefitsTms Management LLCnot reported in the loaded dataset2023
First Bank Of Alabama Welfare Benefit PlanFirst Bank Of Alabamanot reported in the loaded dataset2023
Tms Management LLC Secondary InsuranceTms Management LLCnot reported in the loaded dataset2023
Baker Food IncBaker Foods Incnot reported in the loaded dataset2023
Tms Management LLC Health BenefitsTms Management LLC Health Benefitsnot reported in the loaded dataset2023

Related Form 5500 pages