Plan5500

Cedartown, 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, Cedartown, GA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $16,441,393 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Cedartown

  • 4 loaded plans hold $16.4M in reported assets across 4 sponsors.
  • The largest, Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan, holds 56% of reported Cedartown plan assets.
  • Plans cover 127 participants — about 32 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$15.8MSummed across loaded plans$15,790,993
Total reported assets$16.4M$16,441,393
Total reported participants127
Total reported liabilities$650.4K$650,400

Reported net position

Reported assets = net assets + liabilities (summed)$16.4M total assets
Net assets$15.8MLiabilities$650.4K
Contributions & income
Employer contributions$93K
Participant contributions$56K
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$140.8K
Total expenses$159K
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Cedartown market comparison

Largest plan share of assets56%Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan
Participants per plan32Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Cedartown

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

  1. 1
    Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan$9.2M
    Duffey Southeast Holdings, Inc. · 2023
  2. 2
    Bradford Drug Store, Inc. 401(K) Profit Sharing Plan$4M
    Bradford Drug Store, Inc. · 2023
  3. 3
    Saunders Holdings, Inc. 401(K) Plan$3.2M
    Saunders Holdings, Inc. · 2023
  4. 4
    Dream Vacation Hunters, Inc. 401k Profit Sharing Plan$40K
    Dream Vacation Hunters, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages