Plan5500

South Fulton, TN 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, South Fulton, TN has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $3,058,168 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 South Fulton

  • 4 loaded plans hold $3.1M in reported assets across 4 sponsors.
  • The largest, Paula Vassar, Inc. 401(K) Profit Sharing Plan, holds 37% of reported South Fulton plan assets.
  • Plans cover 122 participants — about 31 per plan.
  • 100% 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$3.1MSummed across loaded plans$3,057,743
Total reported assets$3.1M$3,058,168
Total reported participants122
Total reported liabilities$425

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$425
Contributions & income
Employer contributions$39.5K
Participant contributions$134.3K
Total income / additions$465.1K
Expenses & distributions
Benefits paid / distributions$150.9K
Total expenses$150.9K
Net increase / (decrease)$314.3K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Fulton, TN 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

South Fulton market comparison

Largest plan share of assets37%Paula Vassar, Inc. 401(K) Profit Sharing Plan
Participants per plan31Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in South Fulton

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

  1. 1
    Paula Vassar, Inc. 401(K) Profit Sharing Plan$1.1M
    Paula Vassar, Inc. · 2023
  2. 2
    Waymatic, Inc. Employee Stock Ownership Plan$887.8K
    Waymatic, Inc. · 2023
  3. 3
    All-Kraft Erectors, Inc. Profit Sharing Plan$633.4K
    All Kraft Erectors, Inc. · 2023
  4. 4
    Dw Collier Engineering, Inc. Safe Harbor 401(K) Plan$404K
    Dw Collier Engineering, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages