Vestavia, 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, Vestavia, AL has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $46,342,088 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
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $46,342,088
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $46,342,088
Contributions & income
- Employer contributions
- $1,978,277
- Participant contributions
- $4,091,095
- Total income / additions
- $12,959,086
Expenses & distributions
- Benefits paid / distributions
- $3,330,495
- Total expenses
- $3,612,941
- Net increase / (decrease)
- $9,346,145
Coverage
- Total reported participants
- 12,775
- Plans with financial statements
- 7
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Vestavia, 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 |
|---|---|---|---|
| Galactic Employer Services 401(K) Plan | Galactic, Inc. | $23,664,653 | 2023 |
| Capstone On-Campus Management, LLC 401(K) Savings Plan | Capstone On-Campus Management, LLC | $21,088,103 | 2023 |
| Boryczka Properties, Inc. Profit Sharing Plan & Trust | Boryczka Properties, Inc. | $987,896 | 2023 |
| Sullivan Pizza, Inc. Retirement Plan | Sullivan Pizza, Inc. | $362,824 | 2023 |
| Calmat Co Bargaining Unit Retirement Plan | Vulcan Materials Company | $236,741 | 2023 |
| Calmat Co Of Arizona Operating Engineers 401k Plan | Vulcan Materials Company | $1,871 | 2023 |
| Igit Inc. Pension Transfer Trust Plan | Igit, Inc. | $0 | 2023 |
| Health & Welfare Benefit Plans Of Vulcan Materials Company | Vulcan Materials Company | not reported in the loaded dataset | 2023 |
| American Eagle Delaware Holding Company LLC Employee Benefits Plan | American Eagle Delaware Holding Company LLC | not reported in the loaded dataset | 2023 |
| Alabama Grocers Association | Alabama Grocers Association Health And Welfare Trust | not reported in the loaded dataset | 2023 |
Largest plans in Vestavia → · Vestavia plans by participants → · Vestavia plans with financial data → · Vestavia plans with provider compensation → · $1B+ plans in Vestavia →
Related Form 5500 pages
- All AL Form 5500 filings
- Galactic Employer Services 401(K) Plan (plan 333)
- Galactic, Inc. — all reported plans
- Capstone On-Campus Management, LLC 401(K) Savings Plan (plan 001)
- Capstone On-Campus Management, LLC — all reported plans
- Boryczka Properties, Inc. Profit Sharing Plan & Trust (plan 001)
- Boryczka Properties, Inc. — all reported plans
- Sullivan Pizza, Inc. Retirement Plan (plan 001)
- Sullivan Pizza, Inc. — all reported plans
- Calmat Co Bargaining Unit Retirement Plan (plan 002)
- Vulcan Materials Company — all reported plans
- Calmat Co Of Arizona Operating Engineers 401k Plan (plan 015)
- Igit Inc. Pension Transfer Trust Plan (plan 001)
- Igit, Inc. — all reported plans
- Health & Welfare Benefit Plans Of Vulcan Materials Company (plan 501)
- American Eagle Delaware Holding Company LLC Employee Benefits Plan (plan 501)
- American Eagle Delaware Holding Company LLC — all reported plans
- Alabama Grocers Association (plan 501)
- Alabama Grocers Association Health And Welfare Trust — all reported plans
- Methodology
- Data sources