Plan5500

Lookout Mountain, 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, Lookout Mountain, GA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $40,665,565 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Lookout Mountain

  • 4 loaded plans hold $40.7M in reported assets across 3 sponsors.
  • The largest, Covenant College Retirement Plan Defined Contribution, holds 85% of reported Lookout Mountain plan assets.
  • Plans cover 797 participants — about 199 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.6MSummed across loaded plans$40,616,754
Total reported assets$40.7M$40,665,565
Total reported participants797
Total reported liabilities$48.8K$48,811

Reported net position

Reported assets = net assets + liabilities (summed)$40.7M total assets
Net assets$40.6MLiabilities$48.8K
Contributions & income
Employer contributions$843.5K
Participant contributions$859.8K
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Lookout Mountain market comparison

Largest plan share of assets85%Covenant College Retirement Plan Defined Contribution
Participants per plan199Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lookout Mountain

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

  1. 1
    Covenant College Retirement Plan Defined Contribution$34.5M
    Covenant College, Inc. · 2023
  2. 2
    See Rock City, Inc. 401(K) Profit Sharing Thrift Plan$6M
    See Rock City, Inc. · 2023
  3. 3
    Mo Enterprises 401k$98.2K
    Matt Olson Enterprises, Inc. · 2023
  4. 4
    Covenant College Inc. Health And Welfare Plannot reported in the loaded dataset
    Covenant College Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages