Monroe, 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, Monroe, GA has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $130,101,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $130,101,426
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $130,108,921
Contributions & income
- Employer contributions
- $8,160,530
- Participant contributions
- $2,310,412
- Total income / additions
- $25,774,588
Expenses & distributions
- Benefits paid / distributions
- $14,096,315
- Total expenses
- $14,179,406
- Net increase / (decrease)
- $11,595,182
Coverage
- Total reported participants
- 1,155
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monroe, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Walton Electric Membership Corporation 401 K Plan | The Walton Electric Membership Corporation | $60,825,713 | 2023 |
| Walton Electric Membership Corporation Pension Plan | Walton Electric Membership Corp. | $50,435,066 | 2023 |
| George Walton Academy 403(B) Dc Plan | George Walton Academy, Inc | $18,032,094 | 2023 |
| Kali49a Inc 401(K) Plan | Kali49a Inc | $559,290 | 2023 |
| Dana'S Dreams Incorporated Profit Sharing Plan | Dana'S Dreams Incorporated | $249,263 | 2023 |
| Davis Business Coaching, Inc. 401k Profit Sharing Plan | Davis Business Coaching, Inc. | $0 | 2023 |
| Academy Lock & Key Inc Employee Benefit Plan | Academy Lock & Key Inc. | not reported in the loaded dataset | 2023 |
| George Walton Academy, Inc. Health And Welfare Plan | George Walton Academy, Inc. | not reported in the loaded dataset | 2023 |
| Walton Electric Membership Corporation Welfare Benefit Plan | Walton Electric Membership Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Monroe → · Monroe plans by participants → · Monroe plans with financial data → · Monroe plans with provider compensation → · $1B+ plans in Monroe →
Related Form 5500 pages
- All GA Form 5500 filings
- The Walton Electric Membership Corporation 401 K Plan (plan 001)
- The Walton Electric Membership Corporation — all reported plans
- Walton Electric Membership Corporation Pension Plan (plan 003)
- George Walton Academy 403(B) Dc Plan (plan 002)
- George Walton Academy, Inc — all reported plans
- Kali49a Inc 401(K) Plan (plan 001)
- Kali49a Inc — all reported plans
- Dana'S Dreams Incorporated Profit Sharing Plan (plan 001)
- Dana'S Dreams Incorporated — all reported plans
- Davis Business Coaching, Inc. 401k Profit Sharing Plan (plan 001)
- Davis Business Coaching, Inc. — all reported plans
- Academy Lock & Key Inc Employee Benefit Plan (plan 501)
- Academy Lock & Key Inc. — all reported plans
- George Walton Academy, Inc. Health And Welfare Plan (plan 502)
- Walton Electric Membership Corporation Welfare Benefit Plan (plan 501)
- Methodology
- Data sources