Georgia Society Of Certified Public Accountants' Group Insurance Trus — 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, Georgia Society Of Certified Public Accountants' Group Insurance Trus (EIN 58-6152277) is a plan sponsor located in Atlanta, 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
58-6152277
Location
Atlanta, GA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$934.2KSummed across loaded plans$934,199
Total reported assets$998.1K$998,124
Total reported participants751
Total reported liabilities$63.9K$63,925

Reported net position

Reported assets = net assets + liabilities (summed)$998.1K total assets
Net assets$934.2KLiabilities$63.9K
Contributions & income
Total income / additions$269.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$211.7K
Net increase / (decrease)$57.4K

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%Georgia Society Of Certified Public Accountants' Group Insurance Trust Fund Health And Welfare Plan
Participants per plan751Average 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

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Georgia Society Of Certified Public Accountants' Group Insurance Trus
YearPlanParticipantsSchedulesFiling
2023Georgia Society Of Certified Public Accountants' Group Insurance Trust Fund Health And Welfare Plan751H, C20241213131121NAL0015777041002

Related Form 5500 pages