Austell, GA 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, Austell, GA has 21 loaded benefit plan(s) reported by 12 plan sponsor(s), with $537,292,787 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $537,292,787
- Total reported liabilities (EOY)
- $15,661,142
- Total reported net assets (EOY)
- $521,631,645
Contributions & income
- Employer contributions
- $19,247,267
- Participant contributions
- $22,537,881
- Total income / additions
- $121,090,301
Expenses & distributions
- Benefits paid / distributions
- $68,919,904
- Total expenses
- $69,885,080
- Net increase / (decrease)
- $51,205,221
Coverage
- Total reported participants
- 13,224
- Plans with financial statements
- 13
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Austell, GA 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 |
|---|---|---|---|
| Yancey Bros. Employees' 401(K) Profit Sharing Plan | Yancey Bros. Co | $203,609,655 | 2023 |
| Kahn Ventures, Inc. 401(K) Plan | Kahn Ventures, Inc. | $131,785,536 | 2023 |
| Sunbelt Marketing Investment Corp. Employee Stock Ownership And Salary Deferral Plan | Sunbelt Marketing Investment Corp. | $101,275,951 | 2023 |
| Seaco National Corp. Employee Stock Ownership Plan | Seaco National Corp. | $42,154,794 | 2023 |
| United Forming, Inc. Employee Stock Ownership Plan | United Forming, Inc. | $18,634,526 | 2023 |
| United Forming, Inc. 401(K) Psp | United Forming, Inc. | $15,741,373 | 2023 |
| The Miller-Clapperton Partnership, Inc. Employee Stock Ownership Plan | The Miller-Clapperton Partnership, Inc. | $6,864,164 | 2023 |
| The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan | The Miller-Clapperton Partnership, Inc. | $6,150,956 | 2023 |
| Presbyterian Homes Of Georgia Retirement Plan | Presbyterian Village, Austell, Inc. | $4,780,900 | 2023 |
| Southeast Pet 401(K) Profit Sharing Plan | Seaco National Corp. Dba Southeast Pet | $4,000,312 | 2023 |
| The R.A. Siegel Company Profit Sharing Plan | The R.A. Siegel Company | $1,670,162 | 2023 |
| Timloubrin Justified Inc. 401(K) Plan | Timloubrin Justified Inc. | $329,266 | 2023 |
| Hessencasey, Inc 401k Profit Sharing Plan | Hessencasey, Inc | $295,192 | 2023 |
| Seaco National Corp. Employee Benefits Wrap Plan | Seaco National Corp. | not reported in the loaded dataset | 2023 |
| The Miller-Clapperton Partnership, Inc. Welfare Benefit Plan | The Miller-Clapperton Partnership, Inc. | not reported in the loaded dataset | 2023 |
| Kahn Ventures, Inc. Health And Welfare Plan | Kahn Ventures, Inc. | not reported in the loaded dataset | 2023 |
| United Forming Inc. Welfare Benefit Plan | United Forming Inc. | not reported in the loaded dataset | 2023 |
| Sunbelt Marketing Welfare Benefit Plan | Sunbelt Marketing Investment Corp. | not reported in the loaded dataset | 2023 |
| Presbyterian Homes Of Georgia | Presbyterian Homes Of Georgia | not reported in the loaded dataset | 2023 |
| Plateau Excavation Inc Welfare Benefit Plan | Plateau Excavation Inc | not reported in the loaded dataset | 2023 |
| Yancey Bros. Employees Group Insurance Plan | Yancey Bros. Co | not reported in the loaded dataset | 2023 |
Largest plans in Austell → · Austell plans by participants → · Austell plans with financial data → · Austell plans with provider compensation → · $1B+ plans in Austell →
Related Form 5500 pages
- All GA Form 5500 filings
- Yancey Bros. Employees' 401(K) Profit Sharing Plan (plan 001)
- Yancey Bros. Co — all reported plans
- Kahn Ventures, Inc. 401(K) Plan (plan 002)
- Kahn Ventures, Inc. — all reported plans
- Sunbelt Marketing Investment Corp. Employee Stock Ownership And Salary Deferral Plan (plan 001)
- Sunbelt Marketing Investment Corp. — all reported plans
- Seaco National Corp. Employee Stock Ownership Plan (plan 002)
- Seaco National Corp. — all reported plans
- United Forming, Inc. Employee Stock Ownership Plan (plan 002)
- United Forming, Inc. — all reported plans
- United Forming, Inc. 401(K) Psp (plan 001)
- The Miller-Clapperton Partnership, Inc. Employee Stock Ownership Plan (plan 002)
- The Miller-Clapperton Partnership, Inc. — all reported plans
- The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan (plan 001)
- Presbyterian Homes Of Georgia Retirement Plan (plan 001)
- Presbyterian Village, Austell, Inc. — all reported plans
- Southeast Pet 401(K) Profit Sharing Plan (plan 001)
- The R.A. Siegel Company Profit Sharing Plan (plan 002)
- The R.A. Siegel Company — all reported plans
- Timloubrin Justified Inc. 401(K) Plan (plan 001)
- Timloubrin Justified Inc. — all reported plans
- Hessencasey, Inc 401k Profit Sharing Plan (plan 001)
- Hessencasey, Inc — all reported plans
- Seaco National Corp. Employee Benefits Wrap Plan (plan 501)
- The Miller-Clapperton Partnership, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources