Trussville, 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, Trussville, AL has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $71,748,968 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $71,748,968
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $71,748,968
Contributions & income
- Employer contributions
- $1,450,181
- Participant contributions
- $3,715,487
- Total income / additions
- $16,118,126
Expenses & distributions
- Benefits paid / distributions
- $8,921,829
- Total expenses
- $8,988,403
- Net increase / (decrease)
- $7,129,723
Coverage
- Total reported participants
- 1,801
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Trussville, 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 |
|---|---|---|---|
| Amerex Corporation 401(K) Savings Plan | Amerex Corporation | $47,919,769 | 2023 |
| The Mcpherson Companies, Inc. 401k Retirement Plan | The Mcpherson Companies, Inc. | $18,918,209 | 2023 |
| Best Insurance Group 401k Trust | Best Insurance Group Inc. | $2,858,856 | 2023 |
| S Haynes Corp 401(K) Plan | S Haynes Corp | $949,739 | 2023 |
| The Melton Corporation 401(K) Plan | The Melton Corporation | $525,397 | 2023 |
| Division 4 Solutions, LLC 401(K) Profit Sharing Pl | Division 4 Solutions, LLC | $476,425 | 2023 |
| Huffstutler Insurance Group Inc. 401(K) Plan | Huffstutler Insurance Group Inc. | $59,956 | 2023 |
| Davis Southern Corporation 401(K) Plan | Davis Southern Corporation | $40,617 | 2023 |
| The Mcpherson Companies, Inc. Dental Expense Insurance Plan | The Mcpherson Companies, Inc. | not reported in the loaded dataset | 2023 |
| G.R. Manufacturing Employee Benefits Plan | G.R. Manufacturing | not reported in the loaded dataset | 2023 |
| The Mcpherson Companies, Inc. Life And Disability Insurance Plan | The Mcpherson Companies, Inc. | not reported in the loaded dataset | 2023 |
| The Mcpherson Companies, Inc. Employee Health Care Plan | The Mcpherson Companies, Inc. | not reported in the loaded dataset | 2023 |
| Spoc Automation | Spoc Automation Inc | not reported in the loaded dataset | 2023 |
Largest plans in Trussville → · Trussville plans by participants → · Trussville plans with financial data → · Trussville plans with provider compensation → · $1B+ plans in Trussville →
Related Form 5500 pages
- All AL Form 5500 filings
- Amerex Corporation 401(K) Savings Plan (plan 002)
- Amerex Corporation — all reported plans
- The Mcpherson Companies, Inc. 401k Retirement Plan (plan 001)
- The Mcpherson Companies, Inc. — all reported plans
- Best Insurance Group 401k Trust (plan 001)
- Best Insurance Group Inc. — all reported plans
- S Haynes Corp 401(K) Plan (plan 001)
- S Haynes Corp — all reported plans
- The Melton Corporation 401(K) Plan (plan 001)
- The Melton Corporation — all reported plans
- Division 4 Solutions, LLC 401(K) Profit Sharing Pl (plan 001)
- Division 4 Solutions, LLC — all reported plans
- Huffstutler Insurance Group Inc. 401(K) Plan (plan 001)
- Huffstutler Insurance Group Inc. — all reported plans
- Davis Southern Corporation 401(K) Plan (plan 001)
- Davis Southern Corporation — all reported plans
- The Mcpherson Companies, Inc. Dental Expense Insurance Plan (plan 504)
- G.R. Manufacturing Employee Benefits Plan (plan 501)
- G.R. Manufacturing — all reported plans
- The Mcpherson Companies, Inc. Life And Disability Insurance Plan (plan 502)
- The Mcpherson Companies, Inc. Employee Health Care Plan (plan 503)
- Spoc Automation (plan 501)
- Spoc Automation Inc — all reported plans
- Methodology
- Data sources