Plan5500

Clarkesville, 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, Clarkesville, GA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $15,950,438 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Clarkesville

  • 6 loaded plans hold $16M in reported assets across 5 sponsors.
  • The largest, Morito Scovill Americas, LLC 401(K) Plan, holds 73% of reported Clarkesville plan assets.
  • Plans cover 376 participants — about 63 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$15,950,438
Total reported assets$16M$15,950,438
Total reported participants376
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$183.6K
Participant contributions$365.2K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$405.9K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Clarkesville market comparison

Largest plan share of assets73%Morito Scovill Americas, LLC 401(K) Plan
Participants per plan63Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Clarkesville

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

  1. 1
    Morito Scovill Americas, LLC 401(K) Plan$11.7M
    Morito Scovill Americas, LLC · 2023
  2. 2
    Piedmont Automotive Products, Inc. Profit Sharing With 401k Plan$2.9M
    Piedmont Automotive Products · 2023
  3. 3
    James H Farmer Dmd Pc Psrp Profit Sharing Plan$854.1K
    James H Farmer Dmd Pc · 2023
  4. 4
    Ronemus Venture Inc. Retirement Plan$473.8K
    Ronemus Venture Inc. · 2023
  5. 5
    Rongon Ventures Inc. Retirement Plan$110K
    Rongon Ventures Inc. · 2023
  6. 6
    The Cafeteria Plan Of Scovill Fastenersnot reported in the loaded dataset
    Morito Scovill Americas LLC. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Clarkesville, GA?
6 plan(s) reported by 5 sponsor(s) are loaded for Clarkesville, GA.

Related Form 5500 pages