Newnan, 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, Newnan, GA has 29 loaded benefit plan(s) reported by 25 plan sponsor(s), with $793,348,963 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
25
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$793,348,963
Total reported liabilities (EOY)
$5,700,209
Total reported net assets (EOY)
$787,631,577

Contributions & income

Employer contributions
$15,305,340
Participant contributions
$18,607,908
Total income / additions
$211,950,698

Expenses & distributions

Benefits paid / distributions
$43,110,503
Total expenses
$44,133,705
Net increase / (decrease)
$167,816,993

Coverage

Total reported participants
7,190
Plans with financial statements
24
Plans with provider compensation
12

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newnan, 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 Newnan, GA
PlanSponsorReported assets (EOY)Year
Brent Scarbrough & Company Employee Stock Ownership PlanBrent Scarbrough & Company, Inc.$366,989,8242023
Yokogawa Usa, Inc. Wealth BuilderYokogawa Usa, Inc.$168,440,7482023
Yamaha Retirement And Investment PlanYamaha Motor Manufacturing Corporation$141,914,9822023
Yokogawa Corporation Of America Pension PlanYokogawa Corporation Of America$35,038,0712023
Kason Industries, Inc. 401(K) Retirement Savings PlanKason Industries, Inc.$23,012,5322023
E.G.O. North America, Inc. 401(K) Profit Sharing PlanE.G.O North America, Inc.$12,576,0382023
Grenzebach 401(K) PlanGrenzebach Corporation$12,394,5872023
Foley Products Company, LLC 401(K) PlanFoley Products Company, LLC$11,341,6102023
Massana, Inc. Employees Savings TrustMassana, Inc.$6,232,0002023
Comfort View Holdings, Inc. Employee Stock Ownership PlanComfort View Holdings, Inc.$5,008,0002023
Heritage School Of Newnan Retirement PlanThe Heritage School, Inc.$4,916,4142023
Mann & Wooldridge, P.C. Profit Sharing PlanMann & Wooldridge, P.C.$1,914,5752023
Freeman'S Rubicon Inc. Retirement PlanFreeman'S Rubicon Inc.$774,0142023
Bates4, Inc. 401(K) Profit Sharing PlanBates4, Inc.$682,0572023
Southland Surfaces Inc. Retirement PlanSouthland Surfaces Inc.$463,5242023
Eagle Delivery Services, Inc. 401(K) PlanEagle Delivery Services, Inc.$439,2772023
5th Gear Automotive, Inc. 401k Profit Sharing Plan5th Gear Automotive, Inc.$416,6682023
Kkd Corporation Profit Sharing Plan & TrustKkd Corporation$314,9332023
Nura Enterprise, Inc. 401(K) Profit Sharing PlanNura Enterprise, Inc.$281,7562023
Swaggy Waggy Inc. Retirement PlanSwaggy Waggy Inc.$85,7942023
Mykey Partners Retirement PlanMykey Partners, Inc.$59,9432023
Vjlp LLC 401(K) Profit Sharing PlanVjlp LLC$51,4932023
Alieyn 401kA.L.I.E.Y.N. Mobility Inc.$1232023
Learning6284, Inc. 401k Profit Sharing PlanLearning6284, Inc.$02023
Kason Industries, Inc. Employee Benefits PlanKason Industries, Inc.not reported in the loaded dataset2023

Related Form 5500 pages