Toccoa, 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, Toccoa, GA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $114,953,457 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $114,953,457
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $114,953,457
Contributions & income
- Employer contributions
- $2,173,331
- Participant contributions
- $7,092,419
- Total income / additions
- $25,329,204
Expenses & distributions
- Benefits paid / distributions
- $8,843,145
- Total expenses
- $9,157,830
- Net increase / (decrease)
- $16,171,374
Coverage
- Total reported participants
- 3,542
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Toccoa, 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 |
|---|---|---|---|
| 1st Franklin Financial 401(K) Retirement Plan | 1st Franklin Financial Corporation | $102,486,823 | 2023 |
| Morgan Concrete Employees' Retirement Plan | Morgan Concrete Company, Inc. | $9,452,382 | 2023 |
| Johnson & Fields, LLC 401(K) Plan | J. Sam Johnson Cpa, LLC | $2,996,298 | 2023 |
| Flexible Compensation Plan Of Bowen & Watson, Inc. | Bowen And Watson, Inc. | $17,954 | 2023 |
| 1st Franklin Financial Corporation Master Welfare Benefit Plan | 1st Franklin Financial Corporation | not reported in the loaded dataset | 2023 |
| Addington Enterprises Employee Welfare Benefit Pla | Addington Enterprises | not reported in the loaded dataset | 2023 |
Largest plans in Toccoa → · Toccoa plans by participants → · Toccoa plans with financial data → · Toccoa plans with provider compensation → · $1B+ plans in Toccoa →
Related Form 5500 pages
- All GA Form 5500 filings
- 1st Franklin Financial 401(K) Retirement Plan (plan 003)
- 1st Franklin Financial Corporation — all reported plans
- Morgan Concrete Employees' Retirement Plan (plan 001)
- Morgan Concrete Company, Inc. — all reported plans
- Johnson & Fields, LLC 401(K) Plan (plan 002)
- J. Sam Johnson Cpa, LLC — all reported plans
- Flexible Compensation Plan Of Bowen & Watson, Inc. (plan 501)
- Bowen And Watson, Inc. — all reported plans
- 1st Franklin Financial Corporation Master Welfare Benefit Plan (plan 501)
- Addington Enterprises Employee Welfare Benefit Pla (plan 501)
- Addington Enterprises — all reported plans
- Methodology
- Data sources