Watkinsville, 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, Watkinsville, GA has 16 loaded benefit plan(s) reported by 12 plan sponsor(s), with $25,970,365 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,970,365
- Total reported liabilities (EOY)
- $10,842
- Total reported net assets (EOY)
- $25,959,523
Contributions & income
- Employer contributions
- $507,544
- Participant contributions
- $1,153,385
- Total income / additions
- $5,531,507
Expenses & distributions
- Benefits paid / distributions
- $5,413,353
- Total expenses
- $5,548,811
- Net increase / (decrease)
- -$17,304
Coverage
- Total reported participants
- 1,623
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Watkinsville, 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 |
|---|---|---|---|
| Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck South 401(K) Plan | Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South | $9,311,734 | 2023 |
| Community Newspapers, Inc. Retirement Plan For Employees | Community Newspapers, Inc. | $6,785,756 | 2023 |
| Lad Logistics, Inc. 401(K) Plan | Lad Logistics, Inc. | $5,095,956 | 2023 |
| Golden Pantry Food Stores, Inc. Retirement Plan | Golden Pantry Food Stores, Inc. | $2,129,881 | 2023 |
| East Georgia Care Solutions, Inc. Retirement Plan | East Georgia Care Solutions, Inc. | $1,045,000 | 2023 |
| Thomas W Goggin Md Pc Profit Sharing Plan | Thomas W Goggin Md Pc | $958,156 | 2023 |
| Thomas W Goggin Md Pc Money Purchase Pension Plan | Thomas W Goggin Md Pc | $294,262 | 2023 |
| Holder & Sons Company Retirement Plan | Holder & Sons Company | $195,891 | 2023 |
| Weigle Holdings Inc. Retirement Plan | Weigle Holdings Inc. | $153,729 | 2023 |
| Athens Area Surgical Associates | Athens Area Surgical Associates P.C. | $0 | 2023 |
| Industrial Mechanical Inc Welfare Benefit Plan | Industrial Mechanical Inc | not reported in the loaded dataset | 2023 |
| Golden Pantry Food Stores Health And Welfare Plan | Golden Pantry Food Stores, Inc. | not reported in the loaded dataset | 2023 |
| Banksouth | Banksouth | not reported in the loaded dataset | 2023 |
| Community Aligned Association Of Physicians, Inc. Dba Caap Health Plan | Community Aligned Association Of Physicians, Inc. Dba Caap | not reported in the loaded dataset | 2023 |
| Community Aligned Association Of Physicians, Inc. Dba Caap Life Insurance Plan | Community Aligned Association Of Physicians, Inc. Dba Caap | not reported in the loaded dataset | 2023 |
| Community Aligned Association Of Physicians, Inc. Dba Caap Dental And Vision Plan | Community Aligned Association Of Physicians, Inc. Dba Caap | not reported in the loaded dataset | 2023 |
Largest plans in Watkinsville → · Watkinsville plans by participants → · Watkinsville plans with financial data → · Watkinsville plans with provider compensation → · $1B+ plans in Watkinsville →
Related Form 5500 pages
- All GA Form 5500 filings
- Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck South 401(K) Plan (plan 001)
- Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South — all reported plans
- Community Newspapers, Inc. Retirement Plan For Employees (plan 001)
- Community Newspapers, Inc. — all reported plans
- Lad Logistics, Inc. 401(K) Plan (plan 001)
- Lad Logistics, Inc. — all reported plans
- Golden Pantry Food Stores, Inc. Retirement Plan (plan 001)
- Golden Pantry Food Stores, Inc. — all reported plans
- East Georgia Care Solutions, Inc. Retirement Plan (plan 001)
- East Georgia Care Solutions, Inc. — all reported plans
- Thomas W Goggin Md Pc Profit Sharing Plan (plan 002)
- Thomas W Goggin Md Pc — all reported plans
- Thomas W Goggin Md Pc Money Purchase Pension Plan (plan 001)
- Holder & Sons Company Retirement Plan (plan 001)
- Holder & Sons Company — all reported plans
- Weigle Holdings Inc. Retirement Plan (plan 001)
- Weigle Holdings Inc. — all reported plans
- Athens Area Surgical Associates (plan 001)
- Athens Area Surgical Associates P.C. — all reported plans
- Industrial Mechanical Inc Welfare Benefit Plan (plan 501)
- Industrial Mechanical Inc — all reported plans
- Golden Pantry Food Stores Health And Welfare Plan (plan 502)
- Banksouth (plan 501)
- Banksouth — all reported plans
- Community Aligned Association Of Physicians, Inc. Dba Caap Health Plan (plan 501)
- Community Aligned Association Of Physicians, Inc. Dba Caap — all reported plans
- Community Aligned Association Of Physicians, Inc. Dba Caap Life Insurance Plan (plan 502)
- Methodology
- Data sources