Fitzgerald, 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, Fitzgerald, GA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $29,065,557 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)
$29,065,557
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,065,557

Contributions & income

Employer contributions
$799,387
Participant contributions
$2,123,744
Total income / additions
$9,866,708

Expenses & distributions

Benefits paid / distributions
$2,242,038
Total expenses
$2,396,292
Net increase / (decrease)
$7,470,416

Coverage

Total reported participants
2,091
Plans with financial statements
4
Plans with provider compensation
1

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

Largest loaded plans in Fitzgerald, GA
PlanSponsorReported assets (EOY)Year
Southern Crown Partners, LLC Retirement PlanSouthern Crown Partners, LLC$29,036,8302023
Fitzgerald Ford & Lincoln Self Funded Medical Reimbursement PlanFitzgerald Ford & Lincoln$19,5332023
Fitzgerald Chrysler, Dodge, Jeep & Ram Self Funded Medical Reimbursement PlanFitzgerald Chrysler, Dodge, Jeep & Ram$9,1942023
Fitzgerald Chrysler, Dodge, Jeep Ram Self Funded Medical Reimbursement PlanFitzgerald Chrysler, Dodge, Jeep Ram$02023
Modern Dispersions, Inc. Employee Benefit PlanModern Dispersions, Inc.not reported in the loaded dataset2023
Southern Crown Partners, LLC Employee Welfare Benefit PlanSouthern Crown Partners, LLCnot reported in the loaded dataset2023

Related Form 5500 pages