How many Form 5500 benefit plans are loaded for Carollton, GA?

1 plan(s) reported by 1 sponsor(s) are loaded for Carollton, GA.

Carollton, 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, Carollton, GA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $21,781,328 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 Carollton

1 loaded plans hold $21.8M in reported assets across 1 sponsors.
The largest, West Georgia Electric 401(K) Profit Sharing Plan And Trust, holds 100% of reported Carollton plan assets.
Plans cover 95 participants — about 95 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$21.8MSummed across loaded plans$21,781,328

Total reported assets$21.8M$21,781,328

Total reported participants95

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.8M total assets

Net assets$21.8MLiabilities$0

Contributions & income

Employer contributions$600K

Participant contributions$420K

Total income / additions$4.2M

Expenses & distributions

Benefits paid / distributions$229.2K

Total expenses$231.3K

Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Carollton market comparison

Largest plan share of assets100%West Georgia Electric 401(K) Profit Sharing Plan And Trust

Participants per plan95Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Carollton

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

1
West Georgia Electric 401(K) Profit Sharing Plan And Trust$21.8M
Jones & Lanier Electric, Inc. Dba West Georgia Ele · 2023

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

What to inspect next

Frequently asked questions

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