Plan5500

Fortson, 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, Fortson, GA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $639,006 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Fortson

  • 5 loaded plans hold $639K in reported assets across 5 sponsors.
  • The largest, Chattahoochee Forest Products, Inc. 401(K) Plan, holds 56% of reported Fortson plan assets.
  • Plans cover 27 participants — about 5 per plan.
  • 100% 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$639KSummed across loaded plans$639,006
Total reported assets$639K$639,006
Total reported participants27
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$639K total assets
Net assets$639KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$345.5K
Expenses & distributions
Benefits paid / distributions$20K
Total expenses$20K
Net increase / (decrease)-$365.5K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Fortson market comparison

Largest plan share of assets56%Chattahoochee Forest Products, Inc. 401(K) Plan
Participants per plan5Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Fortson

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

  1. 1
    Chattahoochee Forest Products, Inc. 401(K) Plan$354.7K
    Chattahoochee Forest Products, Inc. · 2023
  2. 2
    Two Twenty-Two Concepts Corporation 401(K)Profit Sharing Plan$101.6K
    Two Twenty-Two Concepts, Corp · 2023
  3. 3
    Swi Iii Enterprise Inc. Retirement Plan$90K
    Swi Iii Enterprise Inc. · 2023
  4. 4
    Mrj Coffee Co. 401(K) Plan$87.3K
    Mrj Coffee Co. · 2023
  5. 5
    Mg Wellness, Inc. 401(K) Plan$5.4K
    Mg Wellness, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages