Plan5500

Helena, 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, Helena, GA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,317,111 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
1
Latest filing year
2023

What stands out in Helena

  • 2 loaded plans hold $2.3M in reported assets across 1 sponsors.
  • The largest, Pineleaf Investments, Inc. Profit Sharing Plan, holds 100% of reported Helena plan assets.
  • Plans cover 501 participants — about 251 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,312,333
Total reported assets$2.3M$2,317,111
Total reported participants501
Total reported liabilities$4.8K$4,778

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$4.8K
Contributions & income
Employer contributions$132K
Participant contributionsNot reported
Total income / additions$413.5K
Expenses & distributions
Benefits paid / distributions$79.6K
Total expenses$113K
Net increase / (decrease)$300.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Helena market comparison

Largest plan share of assets100%Pineleaf Investments, Inc. Profit Sharing Plan
Participants per plan251Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Helena

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

  1. 1
    Pineleaf Investments, Inc. Profit Sharing Plan$2.3M
    Pineleaf Investments Inc. · 2023
  2. 2
    Pine Leaf Investments, Inc. Employee Benefits Plannot reported in the loaded dataset
    Pine Leaf Investments, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Helena, GA?
2 plan(s) reported by 1 sponsor(s) are loaded for Helena, GA.

Related Form 5500 pages