Flowery Branch, 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, Flowery Branch, GA has 19 loaded benefit plan(s) reported by 15 plan sponsor(s), with $63,604,192 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$63,604,192
Total reported liabilities (EOY)
$5,238,867
Total reported net assets (EOY)
$58,365,325

Contributions & income

Employer contributions
$2,802,497
Participant contributions
$2,369,014
Total income / additions
$21,348,950

Expenses & distributions

Benefits paid / distributions
$3,506,048
Total expenses
$3,879,822
Net increase / (decrease)
$17,469,128

Coverage

Total reported participants
2,136
Plans with financial statements
14
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Flowery Branch, 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

Largest loaded plans in Flowery Branch, GA
PlanSponsorReported assets (EOY)Year
Bitzer Us, Inc. 401(K) Profit Sharing PlanBitzer Us, Inc.$25,479,0562023
Kiel Laboratories, Inc. Employee Stock Ownership PlanKiel Laboratories, Inc.$10,143,4422023
Capital Lighting Fixture Co. Employee Stock Ownership PlanCapital Lighting Fixture Co.$8,948,1332023
Clipper Petroleum, Inc. Profit Sharing 401(K) PlanClipper Petroleum, Inc.$7,686,2162023
Global Resources International 401(K) PlanGlobal Resources International Inc.$5,645,6772023
Prime Retail Services, Inc. 401(K) PlanPrime Retail Services, Inc.$1,365,9472023
Guidon Mje Inc. Retirement PlanGuidon Mje Inc.$1,200,0002023
Chestnut Mountain W&S Inc. Retirement PlanChestnut Mountain W&S Inc.$1,196,4302023
Tanglin Retirement PlanTanglin Corporation$687,3242023
Club Conley Inc. Retirement PlanClub Conley Inc.$678,4432023
Electra Systems Inc 401(K)Electra Systems Inc$312,0312023
Hallco Arbor, Inc. 401(K) Profit Sharing PlanHallco Arbor, Inc.$224,4932023
Pollywanna Corporation Retirement PlanPollywanna Corporation$37,0002023
Rvep Corp. 401(K) PlanRvep Corp.$02023
Global Resources International, Inc. Employee Benefit PlanGlobal Resources International, Inc.not reported in the loaded dataset2023
Bitzer Us, Inc. Health And Welfare PlanBitzer Us, Inc.not reported in the loaded dataset2023
Global Resources International, Inc. Supplemental MedicalGlobal Resources International, Inc.not reported in the loaded dataset2023
Global Resources International, Inc. Basic Term Life & Ad&D PlanGlobal Resources International, Inc.not reported in the loaded dataset2023
Clipper Petroleum, Inc. Welfare Benefits PlanClipper Petroleum, Inc.not reported in the loaded dataset2023

Related Form 5500 pages