Plan5500

Gainesville Independent School, 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, Gainesville Independent School, Inc (EIN 58-1077096) is a plan sponsor located in Gainesville, GA with 1 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
58-1077096
Location
Gainesville, GA
Loaded plans
1
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 Gainesville Independent School, Inc

  • 1 loaded plans hold $9.5M in reported assets.
  • The largest, Lakeview Academy Tax-Deferred Annuity Plan, holds 100% of this company's reported plan assets.
  • Plans cover 198 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,462,460
Total reported assets$9.5M$9,462,460
Total reported participants198
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities—
Contributions & income
Employer contributions$160.1K
Participant contributions$447.6K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$788.5K
Total expenses$814K
Net increase / (decrease)$902.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Lakeview Academy Tax-Deferred Annuity Plan
Participants per plan198Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Lakeview Academy Tax-Deferred Annuity Plan$9.5M
    Plan #001 · 198 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 Gainesville Independent School, Inc. Open one for its full reported snapshot.

  1. 2023
    Lakeview Academy Tax-Deferred Annuity Plan198 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gainesville Independent School, Inc report on Form 5500?
Gainesville Independent School, Inc (EIN 58-1077096) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gainesville Independent School, Inc?
The Employer Identification Number (EIN) reported for Gainesville Independent School, Inc is 58-1077096.
What is the latest Form 5500 filing year for Gainesville Independent School, Inc?
The latest loaded Form 5500 filing year for Gainesville Independent School, Inc is 2023.

Related Form 5500 pages