Plan5500

Tallassee, 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, Tallassee, AL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $130,887,095 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$130.8MSummed across loaded plans$130,847,510
Total reported assets$130.9M$130,887,095
Total reported participants1.4K1,421
Total reported liabilities$39.6K$39,585

Reported net position

Reported assets = net assets + liabilities (summed)$130.9M total assets
Net assets$130.8MLiabilities$39.6K
Contributions & income
Employer contributions$4.8M
Participant contributions$6.2M
Total income / additions$29.5M
Expenses & distributions
Benefits paid / distributions$9.8M
Total expenses$10M
Net increase / (decrease)$19.5M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation2 / 7 (29%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tallassee, 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.

Computed from loaded plans

Tallassee market comparison

Largest plan share of assets90%Neptune Technology Group Inc Retirement Savings & Investment Plan
Participants per plan203Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Tallassee

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Neptune Technology Group Inc Retirement Savings & Investment Plan$117.3M
    Neptune Technology Group Inc · 2023
  2. 2
    Aes Industries, Inc. 401k Profit Sharing Plan$6.4M
    Aes Industries, Inc. · 2023
  3. 3
    Aes Mechanical Services Group, Inc. 401(K) Profit$3.5M
    Aes Mechanical Services Group, Inc. · 2023
  4. 4
    Community Hospital Inc. 401k Plan$3.3M
    Community Hospital Inc. · 2023
  5. 5
    Aes Sunoptics Inc 401(K) Profit Sharing Plan$376.2K
    Aes Sunoptics Inc · 2023
  6. 6
    Monster Mountain Motorsports, Inc. 401(K) Plan$0
    Monster Mountain Motorsports, Inc. · 2023
  7. 7
    Community Hospital Inc Welfare Benefit Plannot reported in the loaded dataset
    Community Hospital Inc · 2023

Largest plans in Tallassee → · Tallassee plans by participants → · Tallassee plans with financial data → · Tallassee plans with provider compensation → · $1B+ plans in Tallassee →

Related Form 5500 pages