Plan5500

Jasper, 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, Jasper, GA has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $56,394,140 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
9
Latest filing year
2023

What stands out in Jasper

  • 11 loaded plans hold $56.4M in reported assets across 9 sponsors.
  • The largest, Employees' Retirement Savings Plan Of Royston LLC, holds 88% of reported Jasper plan assets.
  • Plans cover 3,007 participants — about 273 per plan.
  • 55% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$55.8MSummed across loaded plans$55,831,645
Total reported assets$56.4M$56,394,140
Total reported participants3K3,007
Total reported liabilities$562.5K$562,495

Reported net position

Reported assets = net assets + liabilities (summed)$56.4M total assets
Net assets$55.8MLiabilities$562.5K
Contributions & income
Employer contributions$1.1M
Participant contributions$3.4M
Total income / additions$12.8M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.6M
Net increase / (decrease)$8.3M

Data coverage

Plans with financial statements6 / 11 (55%)
Plans with provider compensation1 / 11 (9%)

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

Jasper market comparison

Largest plan share of assets88%Employees' Retirement Savings Plan Of Royston LLC
Participants per plan273Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Jasper

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

  1. 1
    Employees' Retirement Savings Plan Of Royston LLC$49.9M
    Royston LLC · 2023
  2. 2
    Community Bank Of Pickens County 401(K) Profit Sharing Plan$3.6M
    Community Bank Of Pickens County · 2023
  3. 3
    Snowcombe Moving And Storage, Inc. 401(K) Profit Sharing Plan$1.5M
    Snowcombe Moving And Storage, Inc. · 2023
  4. 4
    Duffy Realty Holdings, Inc. Employee Stock Ownership Plan$935K
    Duffy Realty Holdings, Inc. · 2023
  5. 5
    Lakeside Valley Vineyards, Inc. 401(K) Plan$451.9K
    Lakeside Valley Vineyards, Inc. · 2023
  6. 6
    Mission One Properties Inc. 401(K) Plan$80.9K
    Mission One Properties Inc. · 2023
  7. 7
    Royston LLC Employee Health Benefit Plannot reported in the loaded dataset
    Royston LLC · 2023
  8. 8
    Calhoun Management Corporation Welfare Benefit Plannot reported in the loaded dataset
    Calhoun Management Corporation · 2023
  9. 9
    Amicalola Electric Membership Corporation Dental Plannot reported in the loaded dataset
    Amicalola Electric Membership Corporation · 2023
  10. 10
    Amicalola Electric Membership Corporation Vision Plannot reported in the loaded dataset
    Amicalola Electric Membership Corporation · 2023
  11. 11
    Big Canoe Property Owners Association, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Big Canoe Property Owners Association, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Jasper, GA?
11 plan(s) reported by 9 sponsor(s) are loaded for Jasper, GA.

Related Form 5500 pages