Plan5500

Waleska, 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, Waleska, GA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $418,849 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 Waleska

  • 4 loaded plans hold $418.8K in reported assets across 4 sponsors.
  • The largest, Larry Marshall Homes, Inc. Profit Sharing Plan Profit Sharing Plan, holds 100% of reported Waleska plan assets.
  • Plans cover 194 participants — about 49 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$418.8KSummed across loaded plans$418,849
Total reported assets$418.8K$418,849
Total reported participants194
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$418.8K total assets
Net assets$418.8KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$90.6K
Expenses & distributions
Benefits paid / distributions$343.9K
Total expenses$353.7K
Net increase / (decrease)-$444.4K

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 Waleska, 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

Waleska market comparison

Largest plan share of assets100%Larry Marshall Homes, Inc. Profit Sharing Plan Profit Sharing Plan
Participants per plan49Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Waleska

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

  1. 1
    Larry Marshall Homes, Inc. Profit Sharing Plan Profit Sharing Plan$418.4K
    Larry Marshall Homes, Inc. · 2023
  2. 2
    Illini Ventures, Inc. Profit Sharing Plan$495
    Illini Ventures, Inc. · 2023
  3. 3
    Wtt Business Management Co. 401(K) Plan$0
    Wtt Business Management Co. · 2023
  4. 4
    Reinhardt University Flexible Benefit Plannot reported in the loaded dataset
    Reinhardt University · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages