Plan5500

Hartwell, 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, Hartwell, GA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,291,124 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Hartwell

  • 4 loaded plans hold $7.3M in reported assets across 3 sponsors.
  • The largest, Lake Foods, Inc. Employee Stock Ownership Plan, holds 96% of reported Hartwell plan assets.
  • Plans cover 659 participants — about 165 per plan.
  • 50% 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-$42.3MSummed across loaded plans-$42,289,633
Total reported assets$7.3M$7,291,124
Total reported participants659
Total reported liabilities$49.6M$49,580,757

Reported net position

Reported assets = net assets + liabilities (summed)$7.3M total assets
Net assets-$42.3MLiabilities$49.6M
Contributions & income
Employer contributions$3.5M
Participant contributionsNot reported
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.8M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation0 / 4 ()

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

Hartwell market comparison

Largest plan share of assets96%Lake Foods, Inc. Employee Stock Ownership Plan
Participants per plan165Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Hartwell

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

  1. 1
    Lake Foods, Inc. Employee Stock Ownership Plan$7M
    Lake Foods, Inc. · 2023
  2. 2
    Modern Tire And All Terrain Inc. Retirement Plan$291.1K
    Modern Tire And All Terrain Inc. · 2023
  3. 3
    Lake Foods LLC Welfare Benefit Plannot reported in the loaded dataset
    Lake Foods LLC · 2023
  4. 4
    Hart Electric Membership Cafeteria Plannot reported in the loaded dataset
    Hart Electric Membership Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages