Plan5500

Clarkston, 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, Clarkston, GA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,713,765 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
3
Latest filing year
2023

What stands out in Clarkston

  • 4 loaded plans hold $4.7M in reported assets across 3 sponsors.
  • The largest, Easter Seals North Georgia 401(K) Plan, holds 71% of reported Clarkston plan assets.
  • Plans cover 611 participants — about 153 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,713,765
Total reported assets$4.7M$4,713,765
Total reported participants611
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$235.5K
Participant contributions$385.4K
Total income / additions$894K
Expenses & distributions
Benefits paid / distributions$730.8K
Total expenses$733.6K
Net increase / (decrease)$160.4K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Clarkston market comparison

Largest plan share of assets71%Easter Seals North Georgia 401(K) Plan
Participants per plan153Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Clarkston

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

  1. 1
    Easter Seals North Georgia 401(K) Plan$3.4M
    Easter Seals North Georgia, Inc. · 2023
  2. 2
    Slc Investments, Inc. Retirement Plan$1.1M
    Slc Investments, Inc. · 2023
  3. 3
    J2 Enterprises, Inc. 401(K) Plan$216.1K
    J2 Enterprises, Inc. · 2023
  4. 4
    Easter Seals North Georgia Incnot reported in the loaded dataset
    Easter Seals North Georgia Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Clarkston, GA?
4 plan(s) reported by 3 sponsor(s) are loaded for Clarkston, GA.

Related Form 5500 pages