Woodstock, 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, Woodstock, GA has 42 loaded benefit plan(s) reported by 39 plan sponsor(s), with $73,416,956 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 42
- Plan sponsors
- 39
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $73,416,956
- Total reported liabilities (EOY)
- $120,507
- Total reported net assets (EOY)
- $73,296,449
Contributions & income
- Employer contributions
- $3,494,366
- Participant contributions
- $4,922,721
- Total income / additions
- $30,812,848
Expenses & distributions
- Benefits paid / distributions
- $27,835,034
- Total expenses
- $28,140,673
- Net increase / (decrease)
- $2,672,175
Coverage
- Total reported participants
- 2,611
- Plans with financial statements
- 36
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woodstock, 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 |
|---|---|---|---|
| Smith Douglas Homes 401(K) Plan | Smith Douglas Holdings LLC | $19,452,601 | 2023 |
| Primus Builders, Inc. Employees Savings Trust | Primus Builders, Inc. | $13,943,347 | 2023 |
| Pegasus Support Services, LLC 401(K) Plan | Pegasus Support Services, LLC | $7,811,361 | 2023 |
| Cmi Limited Company 401(K) Retirement Plan | Cmi Limited Co. | $6,567,526 | 2023 |
| Lead Edge Design Group Inc 401(K) Plan | Lead Edge Design Group Inc | $4,121,011 | 2023 |
| Bray Inc. Retirement Plan | Bray Inc. | $3,084,860 | 2023 |
| First Journey, Inc. Retirement Plan | First Journey, Inc. | $3,044,840 | 2023 |
| Stellar Learning 95, Inc. Profit Sharing Plan | Stellar Learning 95, Inc. | $3,022,790 | 2023 |
| Ant Farm Ii, LLC | Ant Farm Ii, LLC | $2,125,698 | 2023 |
| North Georgia Internal Medicine, P. C. 401(K) Profit Sharing Plan | North Georgia Internal Medicine, Pc | $2,125,088 | 2023 |
| Emg Ventures, Inc. Retirement Plan | Emg Ventures, Inc. | $1,447,432 | 2023 |
| Tait Re & E Co. 401(K) Plan | Tait Re & E Co. | $1,155,179 | 2023 |
| Drblab Inc. Retirement Plan | Drblab Inc. | $954,300 | 2023 |
| Chankenz Company Inc. 401k Profit Sharing Plan | Chankenz Company Inc. | $642,499 | 2023 |
| Ascend Service Retirement Plan | Ascend Service, Inc. | $603,979 | 2023 |
| Marietta Home Repair, Inc. 401k Profit Sharing Plan | Marietta Home Repair, Inc. | $495,156 | 2023 |
| Fashion Cupcake LLC 401(K) Profit Sharing Plan & Trust | Fashion Cupcake LLC | $434,610 | 2023 |
| Backhomee South Inc Retirement Plan | Backhomee South Inc | $419,832 | 2023 |
| Bfd Ventures, Inc. Retirement Plan | Bfd Ventures, Inc. | $372,666 | 2023 |
| A&E Reape Inc. 401(K) Plan | A&E Reape Inc. | $305,689 | 2023 |
| The Blue Ghost, Inc. Retirement Plan | The Blue Ghost, Inc. | $235,244 | 2023 |
| Truvine Home Solutions, Inc. 401k Profit Sharing Plan | Truvine Home Solutions, Inc. | $195,229 | 2023 |
| Sage Educational Solutions, Inc. Retirement Plan | Sage Educational Solutions, Inc. | $178,734 | 2023 |
| Tbc American Enterprise, Inc. Retirement Plan | Tbc American Enterprise, Inc. | $165,000 | 2023 |
| Phillips Family Investors Inc. Retirement Plan | Phillips Family Investors Inc. | $150,062 | 2023 |
Largest plans in Woodstock → · Woodstock plans by participants → · Woodstock plans with financial data → · Woodstock plans with provider compensation → · $1B+ plans in Woodstock →
Related Form 5500 pages
- All GA Form 5500 filings
- Smith Douglas Homes 401(K) Plan (plan 001)
- Smith Douglas Holdings LLC — all reported plans
- Primus Builders, Inc. Employees Savings Trust (plan 001)
- Primus Builders, Inc. — all reported plans
- Pegasus Support Services, LLC 401(K) Plan (plan 001)
- Pegasus Support Services, LLC — all reported plans
- Cmi Limited Company 401(K) Retirement Plan (plan 001)
- Cmi Limited Co. — all reported plans
- Lead Edge Design Group Inc 401(K) Plan (plan 001)
- Lead Edge Design Group Inc — all reported plans
- Bray Inc. Retirement Plan (plan 001)
- Bray Inc. — all reported plans
- First Journey, Inc. Retirement Plan (plan 002)
- First Journey, Inc. — all reported plans
- Stellar Learning 95, Inc. Profit Sharing Plan (plan 001)
- Stellar Learning 95, Inc. — all reported plans
- Ant Farm Ii, LLC (plan 001)
- Ant Farm Ii, LLC — all reported plans
- North Georgia Internal Medicine, P. C. 401(K) Profit Sharing Plan (plan 001)
- North Georgia Internal Medicine, Pc — all reported plans
- Emg Ventures, Inc. Retirement Plan (plan 001)
- Emg Ventures, Inc. — all reported plans
- Tait Re & E Co. 401(K) Plan (plan 001)
- Tait Re & E Co. — all reported plans
- Drblab Inc. Retirement Plan (plan 001)
- Drblab Inc. — all reported plans
- Chankenz Company Inc. 401k Profit Sharing Plan (plan 001)
- Chankenz Company Inc. — all reported plans
- Ascend Service Retirement Plan (plan 001)
- Ascend Service, Inc. — all reported plans
- Methodology
- Data sources