Dahlonega, 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, Dahlonega, GA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $7,397,380 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,397,380
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $7,397,380
Contributions & income
- Employer contributions
- $347,654
- Participant contributions
- $673,558
- Total income / additions
- $935,189
Expenses & distributions
- Benefits paid / distributions
- $2,030,904
- Total expenses
- $2,079,158
- Net increase / (decrease)
- -$1,143,969
Coverage
- Total reported participants
- 332
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dahlonega, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Refrigiwear, LLC Employees' 401(K) Profit Sharing Plan | Refrigiwear, LLC | $6,737,071 | 2023 |
| Real Hospitality Ventures Inc. Retirement Plan | Real Hospitality Ventures Inc. | $603,008 | 2023 |
| Storey Time, Inc. 401(K) Profit Sharing Plan | Storey Time, Inc. | $30,922 | 2023 |
| Massey Burns Inc. 401(K) Plan | Massey Burns Inc. | $16,747 | 2023 |
| Etowah Meadery 401k | Etowah Meadery, Corp. | $9,632 | 2023 |
| Refrigiwear, Inc. Health And Welfare Benefits Plan | Refrigiwear, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Dahlonega → · Dahlonega plans by participants → · Dahlonega plans with financial data → · Dahlonega plans with provider compensation → · $1B+ plans in Dahlonega →
Related Form 5500 pages
- All GA Form 5500 filings
- Refrigiwear, LLC Employees' 401(K) Profit Sharing Plan (plan 003)
- Refrigiwear, LLC — all reported plans
- Real Hospitality Ventures Inc. Retirement Plan (plan 001)
- Real Hospitality Ventures Inc. — all reported plans
- Storey Time, Inc. 401(K) Profit Sharing Plan (plan 001)
- Storey Time, Inc. — all reported plans
- Massey Burns Inc. 401(K) Plan (plan 001)
- Massey Burns Inc. — all reported plans
- Etowah Meadery 401k (plan 001)
- Etowah Meadery, Corp. — all reported plans
- Refrigiwear, Inc. Health And Welfare Benefits Plan (plan 502)
- Methodology
- Data sources