Plan5500

Legal Services Alabama, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Legal Services Alabama, Inc. (EIN 63-0743038) is a plan sponsor located in Montgomery, AL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-0743038
Location
Montgomery, AL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Legal Services Alabama, Inc.

  • 3 loaded plans hold $4M in reported assets.
  • The largest, Legal Services Alabama, Inc. 401(K) Plan, holds 51% of this company's reported plan assets.
  • Plans cover 247 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.9MSummed across loaded plans$3,927,502
Total reported assets$4M$3,987,351
Total reported participants247
Total reported liabilities$59.8K$59,849

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$3.9MLiabilities$59.8K
Contributions & income
Employer contributions$88.1K
Participant contributions$222.1K
Total income / additions$926.3K
Expenses & distributions
Benefits paid / distributions$138.4K
Total expenses$166.1K
Net increase / (decrease)$760.2K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets51%Legal Services Alabama, Inc. 401(K) Plan
Participants per plan82Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Legal Services Alabama, Inc. 401(K) Plan$2M
    Plan #003 · 129 participants · 2023
  2. 2
    Legal Services Alabama, Inc. Life Insurance Annuity Plan$1.9M
    Plan #001 · 7 participants · 2023
  3. 3
    Legal Services Alabama, Inc. Premium Only Plannot reported in the loaded dataset
    Plan #501 · 111 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Legal Services Alabama, Inc.. Open one for its full reported snapshot.

  1. 2023
    Legal Services Alabama, Inc. 401(K) Plan129 participants · 2Sch H
    View filing →
  2. 2023
    Legal Services Alabama, Inc. Life Insurance Annuity Plan7 participants · 2Sch I
    View filing →
  3. 2023
    Legal Services Alabama, Inc. Premium Only Plan111 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Legal Services Alabama, Inc. report on Form 5500?
Legal Services Alabama, Inc. (EIN 63-0743038) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Legal Services Alabama, Inc.?
The Employer Identification Number (EIN) reported for Legal Services Alabama, Inc. is 63-0743038.
What is the latest Form 5500 filing year for Legal Services Alabama, Inc.?
The latest loaded Form 5500 filing year for Legal Services Alabama, Inc. is 2023.

Related Form 5500 pages