Jefferson, 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, Jefferson, GA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $6,760,505 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,760,505
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $6,760,505
Contributions & income
- Employer contributions
- $0
- Participant contributions
- $161,301
- Total income / additions
- $1,071,788
Expenses & distributions
- Benefits paid / distributions
- $134,327
- Total expenses
- $134,781
- Net increase / (decrease)
- $937,007
Coverage
- Total reported participants
- 873
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jefferson, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sterling Builder Group, Inc. 401(K) Plan | Sterling Residential, LLC | $3,781,981 | 2023 |
| Keith Porter Insulation & Fireplace 401k Plan | Keith Porter Home Insulating, Inc. | $1,895,834 | 2023 |
| Sterling Builder Group, Inc. Db Plan | Sterling Residential, LLC | $701,018 | 2023 |
| Ne Ga Biohazard Inc. Retirement Plan | Ne Ga Biohazard Inc. | $381,672 | 2023 |
| North Georgia Catering Company 401(K) Plan | North Georgia Catering Company | $0 | 2023 |
| Group Insurance Plan For Employees Of Jackson Electric Membership Corporation | Jackson Electric Membership Corp | not reported in the loaded dataset | 2023 |
Largest plans in Jefferson → · Jefferson plans by participants → · Jefferson plans with financial data → · Jefferson plans with provider compensation → · $1B+ plans in Jefferson →
Related Form 5500 pages
- All GA Form 5500 filings
- Sterling Builder Group, Inc. 401(K) Plan (plan 002)
- Sterling Residential, LLC — all reported plans
- Keith Porter Insulation & Fireplace 401k Plan (plan 001)
- Keith Porter Home Insulating, Inc. — all reported plans
- Sterling Builder Group, Inc. Db Plan (plan 001)
- Ne Ga Biohazard Inc. Retirement Plan (plan 001)
- Ne Ga Biohazard Inc. — all reported plans
- North Georgia Catering Company 401(K) Plan (plan 001)
- North Georgia Catering Company — all reported plans
- Group Insurance Plan For Employees Of Jackson Electric Membership Corporation (plan 511)
- Jackson Electric Membership Corp — all reported plans
- Methodology
- Data sources