Plan5500

Cordele, 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, Cordele, GA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,390,745 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Cordele

  • 2 loaded plans hold $9.4M in reported assets across 2 sponsors.
  • The largest, Planters First Bank 401(K) Profit Sharing Plan, holds 100% of reported Cordele plan assets.
  • Plans cover 139 participants — about 70 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4MSummed across loaded plans$9,390,745
Total reported assets$9.4M$9,390,745
Total reported participants139
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities$0
Contributions & income
Employer contributions$208.5K
Participant contributions$454.7K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$836.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Cordele market comparison

Largest plan share of assets100%Planters First Bank 401(K) Profit Sharing Plan
Participants per plan70Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Cordele

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

  1. 1
    Planters First Bank 401(K) Profit Sharing Plan$9.4M
    Planters First Bank · 2023
  2. 2
    Planters First Banknot reported in the loaded dataset
    Planters First Bank · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cordele, GA?
2 plan(s) reported by 2 sponsor(s) are loaded for Cordele, GA.

Related Form 5500 pages