Plan5500

Dallas, 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, Dallas, GA has 12 loaded benefit plan(s) reported by 12 plan sponsor(s), with $10,714,845 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
12
Latest filing year
2023

What stands out in Dallas

  • 12 loaded plans hold $10.7M in reported assets across 12 sponsors.
  • The largest, The Hardy Group Savings Plan And Trust, holds 48% of reported Dallas plan assets.
  • Plans cover 274 participants — about 23 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 8% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,714,845
Total reported assets$10.7M$10,714,845
Total reported participants274
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities$0
Contributions & income
Employer contributions$668
Participant contributions$678.9K
Total income / additions$656.5K
Expenses & distributions
Benefits paid / distributions$332.4K
Total expenses$352.8K
Net increase / (decrease)$303.7K

Data coverage

Plans with financial statements12 / 12 (100%)
Plans with provider compensation1 / 12 (8%)

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

Dallas market comparison

Largest plan share of assets48%The Hardy Group Savings Plan And Trust
Participants per plan23Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Dallas

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

  1. 1
    The Hardy Group Savings Plan And Trust$5.2M
    Hardy Chevrolet Buick Gmc, Inc. · 2023
  2. 2
    Ard Transportation Retirement Plan$3.5M
    Ard Transportation · 2023
  3. 3
    Property Management & Realty Services, Inc. Retirement Plan$688.4K
    Property Management & Realty Services, Inc. · 2023
  4. 4
    Graceway Enterprises Inc. Retirement Plan$518.8K
    Graceway Enterprises Inc. · 2023
  5. 5
    Ptfc 401k$244.3K
    Premiere Team Fitness Corporation · 2023
  6. 6
    Karmic Marketing Incorporated Retirement Plan$200.5K
    Karmic Marketing Incorporated · 2023
  7. 7
    Mint Ventures, Inc. Retirement Plan$146.6K
    Mint Ventures, Inc. · 2023
  8. 8
    Bbw Family Holdings Inc. 401(K) Plan$80.9K
    Bbw Family Holdings Inc. · 2023
  9. 9
    Ribeiro Enterprises Corporation Retirement Plan$63K
    Ribeiro Enterprises Corporation · 2023
  10. 10
    Sisters Three Services, Inc. 401(K) Profit Sharing Plan$50.5K
    Sisters Three Services, Inc. · 2023
  11. 11
    Growing Minds Of West Smyrna Inc. Retirement Plan$32.4K
    Growing Minds Of West Smyrna Inc. · 2023
  12. 12
    Thinkstarter 401k$13.4K
    Thinkstarter Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dallas, GA?
12 plan(s) reported by 12 sponsor(s) are loaded for Dallas, GA.

Related Form 5500 pages