Elberton, 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, Elberton, GA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $35,592,722 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $35,592,722
- Total reported liabilities (EOY)
- $70
- Total reported net assets (EOY)
- $35,592,652
Contributions & income
- Employer contributions
- $1,259,671
- Participant contributions
- $1,699,172
- Total income / additions
- $7,451,381
Expenses & distributions
- Benefits paid / distributions
- $8,247,907
- Total expenses
- $8,352,280
- Net increase / (decrease)
- -$900,899
Coverage
- Total reported participants
- 1,393
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elberton, 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 |
|---|---|---|---|
| Pinnacle Financial Corporation 401(K) Profit Sharing Plan | Pinnacle Financial Corporation | $25,038,993 | 2023 |
| Pinnacle Financial Corporation Employee Stock Ownership Plan | Pinnacle Financial Corporation | $8,336,486 | 2023 |
| Elberton Granite Association Mep | Elberton Granite Association | $2,217,243 | 2023 |
| Eagle Granite 401(K) Plan | Eagle Granite Company, Inc. | $0 | 2023 |
| Pinnacle Bank | Pinnacle Bank | not reported in the loaded dataset | 2023 |
| Cafeteria Plan Of Pinnacle Bank | Pinnacle Financial | not reported in the loaded dataset | 2023 |
Largest plans in Elberton → · Elberton plans by participants → · Elberton plans with financial data → · Elberton plans with provider compensation → · $1B+ plans in Elberton →
Related Form 5500 pages
- All GA Form 5500 filings
- Pinnacle Financial Corporation 401(K) Profit Sharing Plan (plan 002)
- Pinnacle Financial Corporation — all reported plans
- Pinnacle Financial Corporation Employee Stock Ownership Plan (plan 003)
- Pinnacle Financial Corporation — all reported plans
- Elberton Granite Association Mep (plan 001)
- Elberton Granite Association — all reported plans
- Eagle Granite 401(K) Plan (plan 001)
- Eagle Granite Company, Inc. — all reported plans
- Pinnacle Bank (plan 501)
- Cafeteria Plan Of Pinnacle Bank (plan 501)
- Methodology
- Data sources