Plan5500

Moreland, 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, Moreland, GA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,804,090 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Moreland

  • 1 loaded plans hold $3.8M in reported assets across 1 sponsors.
  • The largest, Rule 1 Investing Cash Balance Plan, holds 100% of reported Moreland plan assets.
  • Plans cover 7 participants — about 7 per plan.
  • 100% 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$3.8MSummed across loaded plans$3,804,090
Total reported assets$3.8M$3,804,090
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$360K
Participant contributions$0
Total income / additions$790.2K
Expenses & distributions
Benefits paid / distributions$265.8K
Total expenses$265.8K
Net increase / (decrease)$524.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Moreland market comparison

Largest plan share of assets100%Rule 1 Investing Cash Balance Plan
Participants per plan7Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Moreland

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

  1. 1
    Rule 1 Investing Cash Balance Plan$3.8M
    Rule 1 Investing · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Moreland, GA?
1 plan(s) reported by 1 sponsor(s) are loaded for Moreland, GA.

Related Form 5500 pages