2023 Form 5500 filing — The Atlanta Botanical Garden, Inc. 403(B) Retirement Savings 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 20241009094213NAL0018110513001) for The Atlanta Botanical Garden, Inc. 403(B) Retirement Savings Plan, reported by The Atlanta Botanical Garden, Inc. under EIN 58-1313284 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009094213NAL0018110513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Atlanta Botanical Garden, Inc.
- EIN
- 58-1313284
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,372,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,372,665
- Employer contributions
- $373,022
- Participant contributions
- $450,886
- Total income / additions
- $1,639,869
- Benefits paid
- $855,531
- Administrative expenses
- $22,945
- Total expenses
- $878,476
- Net increase / (decrease)
- $761,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,520 | $0 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $2,175 | $5,328 |
| Sage View Advisory Group, LLC | INVESTMENT MGMT; OTHER | $2,915 | not reported in the loaded dataset |