Dacula, 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, Dacula, GA has 16 loaded benefit plan(s) reported by 14 plan sponsor(s), with $28,942,809 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$28,942,809
Total reported liabilities (EOY)
$3,098,871
Total reported net assets (EOY)
$25,843,938

Contributions & income

Employer contributions
$643,439
Participant contributions
$505,221
Total income / additions
$14,005,960

Expenses & distributions

Benefits paid / distributions
$219,807
Total expenses
$358,075
Net increase / (decrease)
$13,647,885

Coverage

Total reported participants
853
Plans with financial statements
13
Plans with provider compensation
1

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

Largest loaded plans by reported assets

Largest loaded plans in Dacula, GA
PlanSponsorReported assets (EOY)Year
R.A. Heath Construction And Millwork, Inc. Employee Stock Ownership Plan And TrustR.A. Heath Construction And Millwork, Inc.$15,848,2972023
Hebron Christian Academy 403b PlanHebron Educational Ministries$8,587,2892023
Jalaram Sales, Inc. Cash Balance PlanJalaram Sales, Inc.$1,587,3452023
Education Village, Inc. Retirement PlanEducation Village, Inc.$998,2632023
Georgia Fitness Centers, Inc. 401(K) PlanGeorgia Fitness Centers, Inc.$664,1912023
Atlanta Sprinkler Inspection & Maintenance Co. Ps 401(K) PlanAtlanta Sprinkler$479,7402023
Solanki Investments Group, Inc. 401(K) PlanSolanki Investments Group, Inc.$345,0462023
Cintron Ventures Inc. Retirement PlanCintron Ventures Inc.$173,9222023
Kbw Refinement, Inc. 401(K) PlanKbw Refinement, Inc.$91,3722023
Jhra Inc. Retirement PlanJhra Inc.$86,6122023
Elidas Vida Group, Inc. Profit Sharing PlanElidas Vida Group, Inc.$58,2642023
Business Masters Enterprises Inc. Retirement PlanBusiness Masters Enterprises Inc.$22,4682023
Morl Coaching Inc. Retirement PlanMorl Coaching Inc.not reported in the loaded dataset2023
Hebron Christian Academy Welfare Benefit PlanHebron Christian Academynot reported in the loaded dataset2023
Hebron Christian Academy Ancillary Welfare Benefit PlanHebron Christian Academynot reported in the loaded dataset2023
Neighborhood Restaurant Partners, LLC Health And Welfare Benefits PlanNeighborhood Restaurant Partners, LLCnot reported in the loaded dataset2023

Related Form 5500 pages