Monticello, 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, Monticello, GA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,905,770 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,905,770
- Total reported net assets (EOY)
- $5,905,770
Contributions & income
- Employer contributions
- $197,972
- Participant contributions
- $358,856
- Total income / additions
- $1,326,031
Expenses & distributions
- Benefits paid / distributions
- $928,526
- Total expenses
- $948,911
- Net increase / (decrease)
- $377,120
Coverage
- Total reported participants
- 195
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monticello, 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 |
|---|---|---|---|
| Jasper Health Services, Inc. Retirement Plan | Jasper Health Services, Inc. | $5,622,553 | 2023 |
| Shelia Jackson Legacy Logistics Inc. Retirement Plan | Shelia Jackson Legacy Logistics Inc. | $178,217 | 2023 |
| Mark & Kim'S Restorations Inc. Retirement Plan | Mark & Kim'S Restorations Inc. | $105,000 | 2023 |
Largest plans in Monticello → · Monticello plans by participants → · Monticello plans with financial data → · Monticello plans with provider compensation → · $1B+ plans in Monticello →
Related Form 5500 pages
- All GA Form 5500 filings
- Jasper Health Services, Inc. Retirement Plan (plan 001)
- Jasper Health Services, Inc. — all reported plans
- Shelia Jackson Legacy Logistics Inc. Retirement Plan (plan 001)
- Shelia Jackson Legacy Logistics Inc. — all reported plans
- Mark & Kim'S Restorations Inc. Retirement Plan (plan 001)
- Mark & Kim'S Restorations Inc. — all reported plans
- Methodology
- Data sources