Plan5500

Milledgeville, 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, Milledgeville, GA has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $23,878,623 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
8
Latest filing year
2023

What stands out in Milledgeville

  • 11 loaded plans hold $23.9M in reported assets across 8 sponsors.
  • The largest, Zschimmer And Schwarz, Inc. 401(K) Plan, holds 50% of reported Milledgeville plan assets.
  • Plans cover 1,515 participants — about 138 per plan.
  • 64% of loaded plans report full Schedule H/I financial statements.
  • 18% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.9MSummed across loaded plans$23,878,623
Total reported assets$23.9M$23,878,623
Total reported participants1.5K1,515
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.9M total assets
Net assets$23.9MLiabilities$0
Contributions & income
Employer contributions$788.2K
Participant contributions$1.4M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.5M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements7 / 11 (64%)
Plans with provider compensation2 / 11 (18%)

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

Milledgeville market comparison

Largest plan share of assets50%Zschimmer And Schwarz, Inc. 401(K) Plan
Participants per plan138Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Milledgeville

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

  1. 1
    Zschimmer And Schwarz, Inc. 401(K) Plan$11.9M
    Zschimmer And Schwarz, Inc. · 2023
  2. 2
    Fouts Bros. Inc. 401(K) Profit Sharing Plan$4.4M
    Fouts Bros. Inc. · 2023
  3. 3
    Milledgeville Ob/Gyn Associates, P.C. Profit Sharing Plan$3.5M
    Milledgeville Ob/Gyn Associates, P.C. · 2023
  4. 4
    T&S Hardwoods, Inc. Retirement Plan$2.7M
    T&S Hardwoods, Inc. · 2023
  5. 5
    Medical Business Consultants, Inc. Profit Sharing$1.1M
    Medical Business Consultants, Inc. · 2023
  6. 6
    Trek Holdings Inc. 401(K) Plan$156.1K
    Trek Holdings Inc. · 2023
  7. 7
    Overview, Inc. (Ga) 403(B) Plan$61.4K
    Overview, Inc. · 2023
  8. 8
    Fouts Bros Health And Welfare Plannot reported in the loaded dataset
    Fouts Bros Inc. · 2023
  9. 9
    Zschimmer & Schwarz Welfare Plannot reported in the loaded dataset
    Zschimmer And Schwarz, Inc. · 2023
  10. 10
    Prime Care Home Care Service Health & Welfare Benefits Plannot reported in the loaded dataset
    Primecare Home Care Services, Inc. · 2023
  11. 11
    T&S Hardwoods, Inc. Premium Conversion Cafeteria Plannot reported in the loaded dataset
    T & S Hardwoods, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Milledgeville, GA?
11 plan(s) reported by 8 sponsor(s) are loaded for Milledgeville, GA.

Related Form 5500 pages