Plan5500

Rocksmart, 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, Rocksmart, GA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,360,160 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 Rocksmart

  • 1 loaded plans hold $1.4M in reported assets across 1 sponsors.
  • The largest, Kirby L. Brown, Dmd, Pc Retirement Income Plan, holds 100% of reported Rocksmart plan assets.
  • Plans cover 12 participants — about 12 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$1.4MSummed across loaded plans$1,360,160
Total reported assets$1.4M$1,360,160
Total reported participants12
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities—
Contributions & income
Employer contributions$32.5K
Participant contributions$51K
Total income / additions$137.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$250
Net increase / (decrease)$137.4K

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 Rocksmart, 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

Rocksmart market comparison

Largest plan share of assets100%Kirby L. Brown, Dmd, Pc Retirement Income Plan
Participants per plan12Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Rocksmart

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

  1. 1
    Kirby L. Brown, Dmd, Pc Retirement Income Plan$1.4M
    Kirby L Brown D.M.D., P.C. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages