Plan5500

Swainsboro, 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, Swainsboro, GA has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $16,200,314 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023

What stands out in Swainsboro

  • 8 loaded plans hold $16.2M in reported assets across 4 sponsors.
  • The largest, James W. Buckley & Associates, Inc. 401(K) Profit Sharing Plan, holds 36% of reported Swainsboro plan assets.
  • Plans cover 1,037 participants — about 130 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.3MSummed across loaded plans$15,265,513
Total reported assets$16.2M$16,200,314
Total reported participants1K1,037
Total reported liabilities$934.8K$934,801

Reported net position

Reported assets = net assets + liabilities (summed)$16.2M total assets
Net assets$15.3MLiabilities$934.8K
Contributions & income
Employer contributions$260.7K
Participant contributions$2.9M
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.5M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements4 / 8 (50%)
Plans with provider compensation2 / 8 (25%)

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

Swainsboro market comparison

Largest plan share of assets36%James W. Buckley & Associates, Inc. 401(K) Profit Sharing Plan
Participants per plan130Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Swainsboro

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

  1. 1
    James W. Buckley & Associates, Inc. 401(K) Profit Sharing Plan$5.9M
    James W. Buckley & Associates, Inc. · 2023
  2. 2
    Swainsboro Bankshares, Inc. Section 401(K) Profit Sharing Plan$5.8M
    Swainsboro Bankshares, Inc. · 2023
  3. 3
    East Georgia Healthcare Center 403b Plan$4.2M
    East Georgia Healthcare Center Inc. · 2023
  4. 4
    East Georgia Healthcare Center Inc. Employee Benefit Plan$361.1K
    East Georgia Healthcare Center Inc. · 2023
  5. 5
    East Georgia Healthcare Center Inc. Life And Disability Plannot reported in the loaded dataset
    East Georgia Healthcare Center Inc. · 2023
  6. 6
    East Georgia Healthcare Center Inc. Dental Plannot reported in the loaded dataset
    East Georgia Healthcare Center Inc. · 2023
  7. 7
    Advanced Metal Components, Inc. Welfare Benefit Plnot reported in the loaded dataset
    Advanced Metal Components, Inc. · 2023
  8. 8
    East Georgia Healthcare Center Inc. Colonial Plannot reported in the loaded dataset
    East Georgia Healthcare Center Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages