2023 Form 5500 filing — Technical Associates Of Georgia Employee Stock Ownership Plan
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 20241008095406NAL0028298992001) for Technical Associates Of Georgia Employee Stock Ownership Plan, reported by Technical Associates Of Georgia Inc under EIN 58-1409457 and plan number 002. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008095406NAL0028298992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Technical Associates Of Georgia Inc
- EIN
- 58-1409457
- Plan number
- 002
- Location
- Albany, GA
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,973,377
- Total liabilities (EOY)
- $71,199
- Net assets (EOY)
- $15,902,178
- Employer contributions
- $142,500
- Total income / additions
- $4,279,775
- Benefits paid
- $1,832,613
- Administrative expenses
- $90,845
- Total expenses
- $1,923,458
- Net increase / (decrease)
- $2,356,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan | THIRD PARTY ADMIN | $44,148 | not reported in the loaded dataset |
| Willamette Management Associates | VALUATION COMPANY | $17,933 | not reported in the loaded dataset |
| Kirbo & Kirbo, P.C. | TRUSTEE | $15,000 | not reported in the loaded dataset |
| Mauldin & Jenkins | AUDITOR | $13,400 | not reported in the loaded dataset |