Plan5500

Blue Ridge, 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, Blue Ridge, GA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,005,860 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Blue Ridge

  • 2 loaded plans hold $1M in reported assets across 2 sponsors.
  • The largest, Donald Curtis Home And Auto, Inc. Profit Sharing Plan, holds 82% of reported Blue Ridge plan assets.
  • Plans cover 10 participants — about 5 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1MSummed across loaded plans$1,005,860
Total reported assets$1M$1,005,860
Total reported participants10
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$366.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$366.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Blue Ridge market comparison

Largest plan share of assets82%Donald Curtis Home And Auto, Inc. Profit Sharing Plan
Participants per plan5Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Blue Ridge

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

  1. 1
    Donald Curtis Home And Auto, Inc. Profit Sharing Plan$826.3K
    Donald Curtis Home And Auto, Inc. · 2023
  2. 2
    Retter Incorporated 401(K) Profit Sharing Plan$179.6K
    Retter Incorporated · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Blue Ridge, GA?
2 plan(s) reported by 2 sponsor(s) are loaded for Blue Ridge, GA.

Related Form 5500 pages