Ellenwood, 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, Ellenwood, GA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $859,957 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Ellenwood

  • 3 loaded plans hold $860K in reported assets across 3 sponsors.
  • The largest, Daedalus Investment Group, Inc. 401k Profit Sharing Plan, holds 73% of reported Ellenwood plan assets.
  • Plans cover 135 participants — about 45 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$860KSummed across loaded plans$859,957
Total reported assets$860K$859,957
Total reported participants135
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$860K total assets
Net assets$860KLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$183
Total income / additions$192.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$15
Net increase / (decrease)$192.2K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Ellenwood market comparison

Largest plan share of assets73%Daedalus Investment Group, Inc. 401k Profit Sharing Plan
Participants per plan45Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Ellenwood

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

  1. 1
    Daedalus Investment Group, Inc. · 2023
  2. 2
    Inclusive Sports, Inc. · 2023
  3. 3
    Southeast Consolidators, Inc Health & Welfare Plannot reported in the loaded dataset
    Southeast Consolidators, Inc · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ellenwood, GA?
3 plan(s) reported by 3 sponsor(s) are loaded for Ellenwood, GA.

Related Form 5500 pages