Plan5500

Vidalia, 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, Vidalia, GA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $6,937,156 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Vidalia

  • 5 loaded plans hold $6.9M in reported assets across 5 sponsors.
  • The largest, Mount Vernon Bank Employee Stock Ownership Plan With 401k Provisions, holds 51% of reported Vidalia plan assets.
  • Plans cover 663 participants — about 133 per plan.
  • 60% 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$6.9MSummed across loaded plans$6,920,355
Total reported assets$6.9M$6,937,156
Total reported participants663
Total reported liabilities$16.8K$16,801

Reported net position

Reported assets = net assets + liabilities (summed)$6.9M total assets
Net assets$6.9MLiabilities$16.8K
Contributions & income
Employer contributions$187.2K
Participant contributions$181.3K
Total income / additions$921.8K
Expenses & distributions
Benefits paid / distributions$844.2K
Total expenses$876.6K
Net increase / (decrease)$45.1K

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation0 / 5 ()

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

Vidalia market comparison

Largest plan share of assets51%Mount Vernon Bank Employee Stock Ownership Plan With 401k Provisions
Participants per plan133Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Vidalia

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

  1. 1
    Mount Vernon Bank Employee Stock Ownership Plan With 401k Provisions$3.5M
    Mount Vernon Bank · 2023
  2. 2
    Fiber Optic Communications, Inc. Profit Sharing Plan$2.7M
    Fiber Optic Communications, Inc. · 2023
  3. 3
    E.K.G. Security, Inc. Retirement Plan$724.5K
    E.K.G. Security, Inc. · 2023
  4. 4
    Mclendon Enterprises, Inc. Health And Welfare Plannot reported in the loaded dataset
    Mclendon Enterprises, Inc. · 2023
  5. 5
    Tm Management Health And Welfare Benefit Plannot reported in the loaded dataset
    Tm Management · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Vidalia, GA?
5 plan(s) reported by 5 sponsor(s) are loaded for Vidalia, GA.

Related Form 5500 pages