Plan5500

Hapeville, 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, Hapeville, GA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $37,209,087 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Hapeville

  • 2 loaded plans hold $37.2M in reported assets across 2 sponsors.
  • The largest, Vernay Laboratories, Inc. Tax Deferred Savings Plan, holds 64% of reported Hapeville plan assets.
  • Plans cover 740 participants — about 370 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37.2MSummed across loaded plans$37,209,087
Total reported assets$37.2M$37,209,087
Total reported participants740
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37.2M total assets
Net assets$37.2MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$1.2M
Total income / additions$7.8M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.8M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

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

Hapeville market comparison

Largest plan share of assets64%Vernay Laboratories, Inc. Tax Deferred Savings Plan
Participants per plan370Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Hapeville

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

  1. 1
    Vernay Laboratories, Inc. Tax Deferred Savings Plan$23.7M
    Vernay Laboratories, Inc. · 2023
  2. 2
    Vernay Laboratories Retirement Income Plan$13.5M
    Vernay Laboratories, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hapeville, GA?
2 plan(s) reported by 2 sponsor(s) are loaded for Hapeville, GA.

Related Form 5500 pages