Plan5500

Milton, 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, Milton, GA has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $6,357,180 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
11
Latest filing year
2023

What stands out in Milton

  • 11 loaded plans hold $6.4M in reported assets across 11 sponsors.
  • The largest, Jrl Coal, Inc. 401(K), holds 53% of reported Milton plan assets.
  • Plans cover 362 participants — about 33 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6MSummed across loaded plans$5,958,461
Total reported assets$6.4M$6,357,180
Total reported participants362
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6MLiabilities$0
Contributions & income
Employer contributions$301.5K
Participant contributions$556.7K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$547K
Total expenses$574.7K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements11 / 11 (100%)
Plans with provider compensation1 / 11 (9%)

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

Milton market comparison

Largest plan share of assets53%Jrl Coal, Inc. 401(K)
Participants per plan33Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Milton

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

  1. 1
    Jrl Coal, Inc. 401(K)$3.4M
    Jrl Coal, Inc. · 2023
  2. 2
    Van Epps Holdings Corporation 401(K) Profit Sharing Plan$804.6K
    Van Epps Holdings Corporation · 2023
  3. 3
    Mcfarlin Corporation 401(K) Plan$633.1K
    Mcfarlin Corporation · 2023
  4. 4
    Zags Enterprises Inc. 401(K) Plan$576.2K
    Zags Enterprises Inc. · 2023
  5. 5
    Keith Legacy Enterprises, Inc. Retirement Plan$332.6K
    Keith Legacy Enterprises, Inc. · 2023
  6. 6
    Wjt Incorporated 401(K) Plan$253.9K
    Wjt Incorporated · 2023
  7. 7
    Kulamer Home Services, Inc 401(K) Plan$192.1K
    Kulamer Home Services, Inc · 2023
  8. 8
    Cjk Mays Enterprises Retirement Plan$176.2K
    Cjk Mays Enterprises Inc · 2023
  9. 9
    Laconia Investments Corporation 401(K) Plan$19.6K
    Laconia Investments Corporation · 2023
  10. 10
    Cole Manor, Inc. Retirement Plan$0
    Cole Manor, Inc. · 2023
  11. 11
    Amily Inc. Retirement Plan$0
    Amily Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages