Plan5500

Atlanta Legal Aid Society, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Atlanta Legal Aid Society, Inc. (EIN 58-0568691) is a plan sponsor located in Atlanta, GA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-0568691
Location
Atlanta, GA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Atlanta Legal Aid Society, Inc.

  • 2 loaded plans hold $17.3M in reported assets.
  • The largest, Atlanta Legal Aid Society 403(B) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity), holds 100% of this company's reported plan assets.
  • Plans cover 346 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.3MSummed across loaded plans$17,310,793
Total reported assets$17.3M$17,310,793
Total reported participants346
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.3M total assets
Net assets$17.3MLiabilities$0
Contributions & income
Employer contributions$212.5K
Participant contributions$592.3K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$743.7K
Total expenses$744K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Atlanta Legal Aid Society 403(B) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)
Participants per plan173Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Atlanta Legal Aid Society 403(B) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)$17.3M
    Plan #001 · 210 participants · 2023
  2. 2
    Atlanta Legal Aid Society, Inc. Health Plannot reported in the loaded dataset
    Plan #502 · 136 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Atlanta Legal Aid Society, Inc.. Open one for its full reported snapshot.

  1. 2023
    Atlanta Legal Aid Society, Inc. Health Plan136 participants · 2No schedules
    View filing →
  2. 2023
    Atlanta Legal Aid Society 403(B) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)210 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Atlanta Legal Aid Society, Inc. report on Form 5500?
Atlanta Legal Aid Society, Inc. (EIN 58-0568691) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Atlanta Legal Aid Society, Inc.?
The Employer Identification Number (EIN) reported for Atlanta Legal Aid Society, Inc. is 58-0568691.
What is the latest Form 5500 filing year for Atlanta Legal Aid Society, Inc.?
The latest loaded Form 5500 filing year for Atlanta Legal Aid Society, Inc. is 2023.

Related Form 5500 pages