Plan5500

Austell, 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, Austell, GA has 21 loaded benefit plan(s) reported by 12 plan sponsor(s), with $537,292,787 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
21
Plan sponsors
12
Latest filing year
2023

What stands out in Austell

  • 21 loaded plans hold $537.3M in reported assets across 12 sponsors.
  • The largest, Yancey Bros. Employees' 401(K) Profit Sharing Plan, holds 38% of reported Austell plan assets.
  • Plans cover 13,224 participants — about 630 per plan.
  • 62% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$521.6MSummed across loaded plans$521,631,645
Total reported assets$537.3M$537,292,787
Total reported participants13.2K13,224
Total reported liabilities$15.7M$15,661,142

Reported net position

Reported assets = net assets + liabilities (summed)$537.3M total assets
Net assets$521.6MLiabilities$15.7M
Contributions & income
Employer contributions$19.2M
Participant contributions$22.5M
Total income / additions$121.1M
Expenses & distributions
Benefits paid / distributions$68.9M
Total expenses$69.9M
Net increase / (decrease)$51.2M

Data coverage

Plans with financial statements13 / 21 (62%)
Plans with provider compensation8 / 21 (38%)

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

Austell market comparison

Largest plan share of assets38%Yancey Bros. Employees' 401(K) Profit Sharing Plan
Participants per plan630Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Austell

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

  1. 1
    Yancey Bros. Employees' 401(K) Profit Sharing Plan$203.6M
    Yancey Bros. Co · 2023
  2. 2
    Kahn Ventures, Inc. 401(K) Plan$131.8M
    Kahn Ventures, Inc. · 2023
  3. 3
    Sunbelt Marketing Investment Corp. Employee Stock Ownership And Salary Deferral Plan$101.3M
    Sunbelt Marketing Investment Corp. · 2023
  4. 4
    Seaco National Corp. Employee Stock Ownership Plan$42.2M
    Seaco National Corp. · 2023
  5. 5
    United Forming, Inc. Employee Stock Ownership Plan$18.6M
    United Forming, Inc. · 2023
  6. 6
    United Forming, Inc. 401(K) Psp$15.7M
    United Forming, Inc. · 2023
  7. 7
    The Miller-Clapperton Partnership, Inc. Employee Stock Ownership Plan$6.9M
    The Miller-Clapperton Partnership, Inc. · 2023
  8. 8
    The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan$6.2M
    The Miller-Clapperton Partnership, Inc. · 2023
  9. 9
    Presbyterian Homes Of Georgia Retirement Plan$4.8M
    Presbyterian Village, Austell, Inc. · 2023
  10. 10
    Southeast Pet 401(K) Profit Sharing Plan$4M
    Seaco National Corp. Dba Southeast Pet · 2023
  11. 11
    The R.A. Siegel Company Profit Sharing Plan$1.7M
    The R.A. Siegel Company · 2023
  12. 12
    Timloubrin Justified Inc. 401(K) Plan$329.3K
    Timloubrin Justified Inc. · 2023
  13. 13
    Hessencasey, Inc 401k Profit Sharing Plan$295.2K
    Hessencasey, Inc · 2023
  14. 14
    Seaco National Corp. Employee Benefits Wrap Plannot reported in the loaded dataset
    Seaco National Corp. · 2023
  15. 15
    The Miller-Clapperton Partnership, Inc. Welfare Benefit Plannot reported in the loaded dataset
    The Miller-Clapperton Partnership, Inc. · 2023
  16. 16
    Kahn Ventures, Inc. Health And Welfare Plannot reported in the loaded dataset
    Kahn Ventures, Inc. · 2023
  17. 17
    United Forming Inc. Welfare Benefit Plannot reported in the loaded dataset
    United Forming Inc. · 2023
  18. 18
    Sunbelt Marketing Welfare Benefit Plannot reported in the loaded dataset
    Sunbelt Marketing Investment Corp. · 2023
  19. 19
    Presbyterian Homes Of Georgianot reported in the loaded dataset
    Presbyterian Homes Of Georgia · 2023
  20. 20
    Plateau Excavation Inc Welfare Benefit Plannot reported in the loaded dataset
    Plateau Excavation Inc · 2023
  21. 21
    Yancey Bros. Employees Group Insurance Plannot reported in the loaded dataset
    Yancey Bros. Co · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Austell, GA?
21 plan(s) reported by 12 sponsor(s) are loaded for Austell, GA.

Related Form 5500 pages