Plan5500

St. Simons Island, 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, St. Simons Island, GA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $12,906,327 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in St. Simons Island

  • 4 loaded plans hold $12.9M in reported assets across 4 sponsors.
  • The largest, Frederica Academy 403(B) Dc Plan, holds 61% of reported St. Simons Island plan assets.
  • Plans cover 456 participants — about 114 per plan.
  • 75% 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$12.1MSummed across loaded plans$12,137,327
Total reported assets$12.9M$12,906,327
Total reported participants456
Total reported liabilities$769K$769,000

Reported net position

Reported assets = net assets + liabilities (summed)$12.9M total assets
Net assets$12.1MLiabilities$769K
Contributions & income
Employer contributions$863.1K
Participant contributions$257K
Total income / additions$813.7K
Expenses & distributions
Benefits paid / distributions$426K
Total expenses$465.1K
Net increase / (decrease)$348.6K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Simons Island, 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

St. Simons Island market comparison

Largest plan share of assets61%Frederica Academy 403(B) Dc Plan
Participants per plan114Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in St. Simons Island

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

  1. 1
    Frederica Academy 403(B) Dc Plan$7.9M
    Frederica Academy · 2023
  2. 2
    Georgia Theatre Company Employee Stock Ownership Plan$5M
    Georgia Theatre Company - Ii · 2023
  3. 3
    Coastal Care Solutions, LLC Health And Welfare Plan$0
    Coastal Care Solutions, LLC · 2023

Largest plans in St. Simons Island → · St. Simons Island plans by participants → · St. Simons Island plans with financial data → · St. Simons Island plans with provider compensation → · $1B+ plans in St. Simons Island →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for St. Simons Island, GA?
4 plan(s) reported by 4 sponsor(s) are loaded for St. Simons Island, GA.

Related Form 5500 pages