2023 Form 5500 filing — Georgia Society Of Certified Public Accountants' Group Insurance Trust Fund Health And Welfare 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 20241213131121NAL0015777041002) for Georgia Society Of Certified Public Accountants' Group Insurance Trust Fund Health And Welfare Plan, reported by Georgia Society Of Certified Public Accountants' Group Insurance Trus under EIN 58-6152277 and plan number 501. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$934.2KReported net assets$934,199
Participants751
Provider compensation$18.8K1 Schedule C row(s)$18,750
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241213131121NAL0015777041002
- Plan sponsor
- Georgia Society Of Certified Public Accountants' Group Insurance Trus
- EIN
- 58-6152277
- Plan number
- 501
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
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)$998.1K total assets
Net assets$934.2KLiabilities$63.9K
Full reported line items
- Total assets (EOY)
- $998,124
- Total liabilities (EOY)
- $63,925
- Net assets (EOY)
- $934,199
- Total income / additions
- $269,093
- Administrative expenses
- $211,730
- Total expenses
- $211,730
- Net increase / (decrease)
- $57,363
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hancock Askew & Co., Llp | INDEPENDENT AUDITOR | $18,750 | not reported in the loaded dataset |