Lavonia, 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, Lavonia, GA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $21,361,699 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,361,699
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,361,699
Contributions & income
- Employer contributions
- $959,878
- Participant contributions
- $1,664,052
- Total income / additions
- $5,594,839
Expenses & distributions
- Benefits paid / distributions
- $1,155,310
- Total expenses
- $1,208,722
- Net increase / (decrease)
- $4,386,117
Coverage
- Total reported participants
- 1,431
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lavonia, 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 |
|---|---|---|---|
| Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan | Harbin Lumber Co., Inc. | $13,277,985 | 2023 |
| Ritz Instrument Transformers, Inc. 401(K) Plan | Ritz Instrument Transformers, Inc. | $4,479,716 | 2023 |
| Ed Murdock Superstores, Inc. Retirement Plan | Ed Murdock Superstores, Inc. | $2,356,398 | 2023 |
| Ruhlin Enterprises Inc. Retirement Plan | Ruhlin Enterprises Inc. | $600,000 | 2023 |
| Auton Farms Retirement Plan | Auton Farms, Inc. | $550,505 | 2023 |
| Been Downunder, Inc. 401(K) Plan | Been Downunder, Inc. | $97,095 | 2023 |
| Harbin Lumber Company, Inc. | Harbin Lumber Company, Inc. | not reported in the loaded dataset | 2023 |
| Haering Precision Usa Lp LLC Ancillary Benefits Plan | Haering Precision Usa Lp | not reported in the loaded dataset | 2023 |
| Ritz Instrument Transformers, Inc. Health & Welfare Plan | Ritz Instrument Transformers, Inc. | not reported in the loaded dataset | 2023 |
| Haering Precision Usa Lp LLC Medical, Dental And Vision Plan | Haering Precision Usa Lp | not reported in the loaded dataset | 2023 |
Largest plans in Lavonia → · Lavonia plans by participants → · Lavonia plans with financial data → · Lavonia plans with provider compensation → · $1B+ plans in Lavonia →
Related Form 5500 pages
- All GA Form 5500 filings
- Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Harbin Lumber Co., Inc. — all reported plans
- Ritz Instrument Transformers, Inc. 401(K) Plan (plan 002)
- Ritz Instrument Transformers, Inc. — all reported plans
- Ed Murdock Superstores, Inc. Retirement Plan (plan 001)
- Ed Murdock Superstores, Inc. — all reported plans
- Ruhlin Enterprises Inc. Retirement Plan (plan 001)
- Ruhlin Enterprises Inc. — all reported plans
- Auton Farms Retirement Plan (plan 001)
- Auton Farms, Inc. — all reported plans
- Been Downunder, Inc. 401(K) Plan (plan 001)
- Been Downunder, Inc. — all reported plans
- Harbin Lumber Company, Inc. (plan 503)
- Haering Precision Usa Lp LLC Ancillary Benefits Plan (plan 502)
- Haering Precision Usa Lp — all reported plans
- Ritz Instrument Transformers, Inc. Health & Welfare Plan (plan 501)
- Haering Precision Usa Lp LLC Medical, Dental And Vision Plan (plan 501)
- Methodology
- Data sources