2023 Form 5500 filing — Tattnall Square Academy Retirement 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 20241009100304NAL0030873040002) for Tattnall Square Academy Retirement Plan, reported by Tattnall Square Academy under EIN 58-1048421 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,172,398
Participants150
Provider compensation$24.5K3 Schedule C row(s)$24,472
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009100304NAL0030873040002
Plan sponsor
Tattnall Square Academy
EIN
58-1048421
Plan number
001
Location
Macon, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$40
Money in vs. money out
Total income / additions$951.6K
Total expenses$238.8K
Benefits paid / distributions$235.4K
Contributions
Employer$110.5K
Participant$160.5K
Full reported line items
Total assets (EOY)
$6,172,438
Total liabilities (EOY)
$40
Net assets (EOY)
$6,172,398
Employer contributions
$110,533
Participant contributions
$160,473
Total income / additions
$951,612
Benefits paid
$235,421
Administrative expenses
$375
Total expenses
$238,763
Net increase / (decrease)
$712,849
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $23.2K · Indirect $0
  2. 2
    CONTRACT ADMIN · Direct $865 · Indirect $0
  3. 3
    RECORDKEEPER · Direct $400 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009100304NAL0030873040002 cover?
It is the 2023 Form 5500 filing for Tattnall Square Academy Retirement Plan, reported by Tattnall Square Academy (EIN 58-1048421).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages