Search public Form 5500 filings

Plans

• planAltrust Financial Services, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $33.6Mreported assets (EOY)
  Sponsor: Altrust Financial Services, Inc.EIN: 63-0923450Plan: 001Participants: 403Assets: $33,561,535Net assets: $33.6MAssets / participant: $83.3KLocation: Cullman, ALLatest: 2023
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• planGarrison, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $31.4Mreported assets (EOY)
  Sponsor: Garrison, Inc.EIN: 84-3498367Plan: 002Participants: 629Assets: $31,368,037Net assets: $18.5MAssets / participant: $49.9KLocation: Cullman, ALLatest: 2023
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• planRusken Packaging, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $25.7Mreported assets (EOY)
  Sponsor: Rusken Packaging, Inc.EIN: 63-0776136Plan: 001Participants: 715Assets: $25,721,311Net assets: $25.7MAssets / participant: $36KLocation: Cullman, ALLatest: 2023
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• planTopre America Corporation 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $22.3Mreported assets (EOY)
  Sponsor: Topre America CorporationEIN: 98-0380782Plan: 001Participants: 1,911Assets: $22,344,487Net assets: $22.3MAssets / participant: $11.7KLocation: Cullman, ALLatest: 2023
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• planMcgriff Industries, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $15.2Mreported assets (EOY)
  Sponsor: Mcgriff Industries, Inc.EIN: 63-0339542Plan: 001Participants: 505Assets: $15,242,312Net assets: $15.2MAssets / participant: $30.2KLocation: Cullman, ALLatest: 2023
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• planCullman Primary Care, P.C. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $14.2Mreported assets (EOY)
  Sponsor: Cullman Primary Care, P.C.EIN: 63-1165851Plan: 001Participants: 210Assets: $14,223,181Net assets: $14.2MAssets / participant: $67.7KLocation: Cullman, ALLatest: 2023
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• planTraditions Bancshares, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $10.7Mreported assets (EOY)
  Sponsor: Traditions Bancshares, Inc.EIN: 03-0487826Plan: 001Participants: 92Assets: $10,658,888Net assets: $10.7MAssets / participant: $115.9KLocation: Cullman, ALLatest: 2023
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• planCullman Savings Bank Employee Stock Ownership PlanFinancial statement2023 filing
  $10.7Mreported assets (EOY)
  Sponsor: Cullman Savings BankEIN: 63-0052835Plan: 002Participants: 51Assets: $10,656,061Net assets: $8MAssets / participant: $208.9KLocation: Cullman, ALLatest: 2023
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