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Eatonton, 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, Eatonton, GA has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $20,649,436 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Eatonton

  • 7 loaded plans hold $20.6M in reported assets across 7 sponsors.
  • The largest, Farmers & Merchants Bank Eatonton Georgia Profit Sharing Plan, holds 42% of reported Eatonton plan assets.
  • Plans cover 273 participants — about 39 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.5MSummed across loaded plans$19,487,525
Total reported assets$20.6M$20,649,436
Total reported participants273
Total reported liabilities$1.2M$1,161,911

Reported net position

Reported assets = net assets + liabilities (summed)$20.6M total assets
Net assets$19.5MLiabilities$1.2M
Contributions & income
Employer contributions$552.9K
Participant contributions$396.2K
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$673.1K
Total expenses$717K
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation1 / 7 (14%)

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

Eatonton market comparison

Largest plan share of assets42%Farmers & Merchants Bank Eatonton Georgia Profit Sharing Plan
Participants per plan39Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Eatonton

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

  1. 1
    Farmers & Merchants Bank Eatonton Georgia Profit Sharing Plan$8.8M
    Farmers And Merchants Bank · 2023
  2. 2
    Neuro-Tec, Inc. Employee Stock Ownership Plan$3.9M
    Neuro-Tec, Inc. · 2023
  3. 3
    Aalto Scientific, Ltd. 401(K) Plan$2.7M
    Aalto Scientific, Ltd. · 2023
  4. 4
    Kuhlmann Enterprises, Inc. Retirement Plan$2.1M
    Kuhlmann Enterprises, Inc. · 2023
  5. 5
    Luv2boat Incorporated Retirement Plan$1.5M
    Luv2boat Incorporated · 2023
  6. 6
    Putnam-Greene Financial Corporation Profit Sharing Plan$1.4M
    Putnam-Greene Financial Corporation · 2023
  7. 7
    Sgw Holdings, Inc. Profit Sharing Plan$346.4K
    Sgw Holdings, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Eatonton, GA?
7 plan(s) reported by 7 sponsor(s) are loaded for Eatonton, GA.

Related Form 5500 pages