Plan5500

Lavonia, 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, Lavonia, GA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $21,361,699 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.4MSummed across loaded plans$21,361,699
Total reported assets$21.4M$21,361,699
Total reported participants1.4K1,431
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.4M total assets
Net assets$21.4MLiabilities$0
Contributions & income
Employer contributions$959.9K
Participant contributions$1.7M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements6 / 10 (60%)
Plans with provider compensation1 / 10 (10%)

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

Lavonia market comparison

Largest plan share of assets62%Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan
Participants per plan143Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Lavonia

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

  1. 1
    Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan$13.3M
    Harbin Lumber Co., Inc. · 2023
  2. 2
    Ritz Instrument Transformers, Inc. 401(K) Plan$4.5M
    Ritz Instrument Transformers, Inc. · 2023
  3. 3
    Ed Murdock Superstores, Inc. Retirement Plan$2.4M
    Ed Murdock Superstores, Inc. · 2023
  4. 4
    Ruhlin Enterprises Inc. Retirement Plan$600K
    Ruhlin Enterprises Inc. · 2023
  5. 5
    Auton Farms Retirement Plan$550.5K
    Auton Farms, Inc. · 2023
  6. 6
    Been Downunder, Inc. 401(K) Plan$97.1K
    Been Downunder, Inc. · 2023
  7. 7
    Harbin Lumber Company, Inc.not reported in the loaded dataset
    Harbin Lumber Company, Inc. · 2023
  8. 8
    Haering Precision Usa Lp LLC Ancillary Benefits Plannot reported in the loaded dataset
    Haering Precision Usa Lp · 2023
  9. 9
    Ritz Instrument Transformers, Inc. Health & Welfare Plannot reported in the loaded dataset
    Ritz Instrument Transformers, Inc. · 2023
  10. 10
    Haering Precision Usa Lp LLC Medical, Dental And Vision Plannot reported in the loaded dataset
    Haering Precision Usa Lp · 2023

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

Related Form 5500 pages