Plan5500

Altanta, 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, Altanta, GA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $70,700,218 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Altanta

  • 1 loaded plans hold $70.7M in reported assets across 1 sponsors.
  • The largest, Benevis 401(K) Retirement Savings Plan, holds 100% of reported Altanta plan assets.
  • Plans cover 3,521 participants — about 3,521 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$70.6MSummed across loaded plans$70,615,785
Total reported assets$70.7M$70,700,218
Total reported participants3.5K3,521
Total reported liabilities$84.4K$84,433

Reported net position

Reported assets = net assets + liabilities (summed)$70.7M total assets
Net assets$70.6MLiabilities$84.4K
Contributions & income
Employer contributions$1.1M
Participant contributions$7.8M
Total income / additions$19.1M
Expenses & distributions
Benefits paid / distributions$9.6M
Total expenses$10M
Net increase / (decrease)$9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altanta, 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.

Computed from loaded plans

Altanta market comparison

Largest plan share of assets100%Benevis 401(K) Retirement Savings Plan
Participants per plan3,521Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Altanta

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

  1. 1
    Benevis 401(K) Retirement Savings Plan$70.7M
    New Benevis, Inc · 2023

Largest plans in Altanta → · Altanta plans by participants → · Altanta plans with financial data → · Altanta plans with provider compensation → · $1B+ plans in Altanta →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Altanta, GA?
1 plan(s) reported by 1 sponsor(s) are loaded for Altanta, GA.

Related Form 5500 pages