Plan5500

Bogart, 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, Bogart, GA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $60,881,854 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Bogart

  • 4 loaded plans hold $60.9M in reported assets across 2 sponsors.
  • The largest, Burton + Burton Profit Sharing & 401k Plan, holds 87% of reported Bogart plan assets.
  • Plans cover 1,150 participants — about 288 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 75% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$60.9MSummed across loaded plans$60,881,854
Total reported assets$60.9M$60,881,854
Total reported participants1.1K1,150
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$60.9M total assets
Net assets$60.9MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$1.6M
Total income / additions$12.1M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$9.4M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bogart, 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.

Computed from loaded plans

Bogart market comparison

Largest plan share of assets87%Burton + Burton Profit Sharing & 401k Plan
Participants per plan288Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bogart

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

  1. 1
    Burton + Burton Profit Sharing & 401k Plan$52.7M
    Burton + Burton · 2023
  2. 2
    Benson'S, Inc. 401(K) Retirement Plan$8.2M
    Benson'S, Inc. · 2023
  3. 3
    Bensons Inc Welfare Benefit Plannot reported in the loaded dataset
    Bensons Inc · 2023
  4. 4
    Flowers, Inc. Insurance Plannot reported in the loaded dataset
    Flowers, Inc. · 2023

Largest plans in Bogart → · Bogart plans by participants → · Bogart plans with financial data → · Bogart plans with provider compensation → · $1B+ plans in Bogart →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bogart, GA?
4 plan(s) reported by 2 sponsor(s) are loaded for Bogart, GA.

Related Form 5500 pages