· 2022–2024 · DOL EFAST2

FORMATION DEVELOPMENT GROUP LLC — FORMATION DEVELOPMENT GROUP LLC GCF BENEFIT PLAN, Form 5500 (2023)

Original filing (PDF)20250429094253NAL0000234195001

FORMATION DEVELOPMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

FORMATION DEVELOPMENT GROUP LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

8

Accounts w/ balance

—

Plan assets (EOY)

$32K

Net assets (EOY)

$11K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORMATION DEVELOPMENT GROUP LLC.

Plan sponsor

Name

FORMATION DEVELOPMENT GROUP LLC

EIN

20-8268950all filings

Address

178 SOUTH MAIN ST · SUITE 375 · ALPHARETTA, GA · 30009

Phone

(770) 777-9898

Industry

Manufacturingsee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

MONA LISA MONUMENTS CO

MONA LISA MONUMENTS CO 401(K) PROFIT SHARING PLAN & TRUST

$33K · 4 participants

STONE DYNAMICS, INC.

STONE DYNAMICS 401(K) PLAN

$33K · 50 participants

BLACKHILL GRANITES LLC

BLACKHILL GRANITES 401(K) PLAN

$31K · 6 participants

ASTONIA LLC 401(K) PLAN

$30K · 12 participants

MATTHEW ROMEO FAST FORWARD 401K

$30K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.