Plan5500

Braselton, 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, Braselton, GA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $48,936,220 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

What stands out in Braselton

  • 7 loaded plans hold $48.9M in reported assets across 4 sponsors.
  • The largest, Koki Holdings America Ltd. Profit Sharing And 401(K) Plan, holds 53% of reported Braselton plan assets.
  • Plans cover 1,236 participants — about 177 per plan.
  • 43% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.9MSummed across loaded plans$48,936,220
Total reported assets$48.9M$48,936,220
Total reported participants1.2K1,236
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$48.9M total assets
Net assets$48.9MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.2M
Total income / additions$12.2M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.8M
Net increase / (decrease)$7.4M

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation2 / 7 (29%)

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

Braselton market comparison

Largest plan share of assets53%Koki Holdings America Ltd. Profit Sharing And 401(K) Plan
Participants per plan177Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Braselton

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

  1. 1
    Koki Holdings America Ltd. Profit Sharing And 401(K) Plan$26M
    Koki Holdings America Ltd. · 2023
  2. 2
    American Junior Golf Association 401(K) Plan$11.8M
    American Junior Golf Association · 2023
  3. 3
    Stewart Stainless Supply, Inc. 401(K) Profit Sharing Plan$11.2M
    Stewart Stainless Supply, Inc. · 2023
  4. 4
    Stewart Stainless Supply, Inc. Health And Welfare Plannot reported in the loaded dataset
    Stewart Stainless Supply, Inc. · 2023
  5. 5
    Stewart Stainless Supply, Inc. Health And Welfare Plannot reported in the loaded dataset
    Stewart Stainless Supply, Inc. · 2023
  6. 6
    Asa Carlton Holdings, LLC Welfare Benefit Plannot reported in the loaded dataset
    Asa Carlton Holdings, LLC · 2023
  7. 7
    Stewart Stainless Supply, Inc. Health And Welfare Plannot reported in the loaded dataset
    Stewart Stainless Supply, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Braselton, GA?
7 plan(s) reported by 4 sponsor(s) are loaded for Braselton, GA.

Related Form 5500 pages