Plan5500

James Bates Brannan Groover, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, James Bates Brannan Groover, Llp (EIN 58-2472336) is a plan sponsor located in Macon, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-2472336
Location
Macon, GA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for James Bates Brannan Groover, Llp

  • 2 loaded plans hold $10.6M in reported assets.
  • The largest, James-Bates-Brannan-Groover Llp 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 285 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.6MSummed across loaded plans$10,598,592
Total reported assets$10.6M$10,598,592
Total reported participants285
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$10.6MLiabilities$0
Contributions & income
Employer contributions$430.2K
Participant contributions$1M
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$995.4K
Total expenses$1M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%James-Bates-Brannan-Groover Llp 401(K) Plan
Participants per plan143Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    James-Bates-Brannan-Groover Llp 401(K) Plan$10.6M
    Plan #001 · 171 participants · 2023
  2. 2
    James-Bates-Brannan-Groover-Llp Welfare Plannot reported in the loaded dataset
    Plan #501 · 114 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for James Bates Brannan Groover, Llp. Open one for its full reported snapshot.

  1. 2023
    James-Bates-Brannan-Groover Llp 401(K) Plan171 participants · 2Sch HSch C
    View filing →
  2. 2023
    James-Bates-Brannan-Groover-Llp Welfare Plan114 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does James Bates Brannan Groover, Llp report on Form 5500?
James Bates Brannan Groover, Llp (EIN 58-2472336) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for James Bates Brannan Groover, Llp?
The Employer Identification Number (EIN) reported for James Bates Brannan Groover, Llp is 58-2472336.
What is the latest Form 5500 filing year for James Bates Brannan Groover, Llp?
The latest loaded Form 5500 filing year for James Bates Brannan Groover, Llp is 2023.

Related Form 5500 pages