2023 Form 5500 filing — Georgia Bankers Association Master Pension And Profit Sharing Trusts
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927143750NAL0001346643001) for Georgia Bankers Association Master Pension And Profit Sharing Trusts, reported by Gba Retirement Services, Inc. under EIN 58-2449984 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927143750NAL0001346643001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Gba Retirement Services, Inc.
- EIN
- 58-2449984
- Plan number
- 003
- Location
- Atlanta, GA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $272,636,680
- Total liabilities (EOY)
- $135,503
- Net assets (EOY)
- $272,501,177
- Total income / additions
- $30,831,445
- Benefits paid
- $0
- Administrative expenses
- $539,523
- Total expenses
- $539,523
- Net increase / (decrease)
- $30,291,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gba Retirement Services, Inc. | not reported in the loaded dataset | $278,267 | not reported in the loaded dataset |
| American Trust Company | not reported in the loaded dataset | $191,332 | not reported in the loaded dataset |
| Moore Colson | not reported in the loaded dataset | $69,924 | not reported in the loaded dataset |