Theodore, 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, Theodore, AL has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $86,841,734 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$86,841,734
Total reported liabilities (EOY)
$155
Total reported net assets (EOY)
$86,841,579

Contributions & income

Employer contributions
$1,731,903
Participant contributions
$3,463,334
Total income / additions
$18,913,219

Expenses & distributions

Benefits paid / distributions
$7,551,391
Total expenses
$7,850,519
Net increase / (decrease)
$11,062,700

Coverage

Total reported participants
1,512
Plans with financial statements
5
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Theodore, 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 Theodore, AL
PlanSponsorReported assets (EOY)Year
High-Purity Silicon America Corporation Savings And Investment PlanHigh-Purity Silicon America Corporation$52,939,0742023
Gulf Equipment Corporation 401(K) PlanGulf Equipment Corporation$13,479,8102023
Old Shell Road Management, Inc. 401(K) PlanOld Shell Road Management, Inc.$7,856,6012023
Barnett Millworks, Inc. 401(K) Profit Sharing PlanBarnett Millworks, Inc.$7,618,7632023
Mobile Paint Manufacturing Company Of Delaware, Inc. 401(K) Retirement Savings PlanMobile Paint Manufacturing Company Of Delaware, Inc.$4,947,4862023
Barnett Millworks, Inc. Insurance PlanBarnett Millworks, Inc.not reported in the loaded dataset2023
Gulf Equipment Cafeteria PlanGulf Equipment Corporationnot reported in the loaded dataset2023
High-Purity Silicon America Corporation Insurance PlanHigh-Purity Silicon America Corporationnot reported in the loaded dataset2023
Sirius Technical Services, Inc. Welfare Benefit PlanSirius Technical Services, Inc.not reported in the loaded dataset2023

Related Form 5500 pages