Plan5500

Locust Grove, 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, Locust Grove, GA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $162,034 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Locust Grove

  • 3 loaded plans hold $162K in reported assets across 3 sponsors.
  • The largest, The Vl Davis Group Corporation 401(K) Plan, holds 100% of reported Locust Grove plan assets.
  • Plans cover 167 participants — about 56 per plan.
  • 67% 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$162KSummed across loaded plans$162,034
Total reported assets$162K$162,034
Total reported participants167
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$162K total assets
Net assets$162KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$184.4K
Expenses & distributions
Benefits paid / distributions$169.4K
Total expenses$169.4K
Net increase / (decrease)$14.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Locust Grove market comparison

Largest plan share of assets100%The Vl Davis Group Corporation 401(K) Plan
Participants per plan56Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Locust Grove

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

  1. 1
    The Vl Davis Group Corporation 401(K) Plan$162K
    The Vl Davis Group Corporation · 2023
  2. 2
    Prescribed Tastes, Inc. Profit Sharing Plan$0
    Prescribed Tastes, Inc. · 2023
  3. 3
    Strong Rock Christian School Group Benefits Plannot reported in the loaded dataset
    Strong Rock Christian School, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages