Plan5500

Ellijay, 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, Ellijay, GA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $52,328,380 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

What stands out in Ellijay

  • 6 loaded plans hold $52.3M in reported assets across 5 sponsors.
  • The largest, Ellijay Telephone Company Profit Sharing Plan, holds 82% of reported Ellijay plan assets.
  • Plans cover 812 participants — about 135 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$52.3MSummed across loaded plans$52,328,380
Total reported assets$52.3M$52,328,380
Total reported participants812
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$52.3M total assets
Net assets$52.3MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$848.8K
Total income / additions$8.3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

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

Ellijay market comparison

Largest plan share of assets82%Ellijay Telephone Company Profit Sharing Plan
Participants per plan135Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Ellijay

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

  1. 1
    Ellijay Telephone Company Profit Sharing Plan$42.9M
    Ellijay Telephone Company · 2023
  2. 2
    Fmstain, Inc. Profit Sharing Plan$6M
    Fmstain, Inc. · 2023
  3. 3
    Excalibur Associates, Inc. 401(K) Savings & Profit Sharing Plan$3.2M
    Excalibur Associates, Inc. · 2023
  4. 4
    The Tarantino Group, Inc. 401(K) Plan$191.1K
    The Tarantino Group, Inc. · 2023
  5. 5
    Belief System Institute Inc. Profit Sharing Plan$25.4K
    Belief System Institute Inc. · 2023
  6. 6
    Ellijay Telephone Company Employee Benefit Plannot reported in the loaded dataset
    Ellijay Telephone Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ellijay, GA?
6 plan(s) reported by 5 sponsor(s) are loaded for Ellijay, GA.

Related Form 5500 pages