2023 Form 5500 filing — Georgia Surveyors Exchange Company, Inc. Self Funded Medical Reimbursement 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 20250226064505NAL0000381971001) for Georgia Surveyors Exchange Company, Inc. Self Funded Medical Reimbursement Plan, reported by Georgia Surveyors Exchange Company, Inc. under EIN 58-1385406 and plan number 501. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.2KReported net assets$25,218
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250226064505NAL0000381971001
Plan sponsor
Georgia Surveyors Exchange Company, Inc.
EIN
58-1385406
Plan number
501
Location
Savannah, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$25.3K total assets
Net assets$25.2KLiabilities$44
Money in vs. money out
Total income / additions$21.3K
Total expenses$9.5K
Benefits paid / distributions$3.9K
Contributions
Employer$918
Participant$19.3K
Full reported line items
Total assets (EOY)
$25,262
Total liabilities (EOY)
$44
Net assets (EOY)
$25,218
Employer contributions
$918
Participant contributions
$19,332
Total income / additions
$21,320
Benefits paid
$3,896
Administrative expenses
$5,575
Total expenses
$9,471
Net increase / (decrease)
$11,849

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250226064505NAL0000381971001 cover?
It is the 2023 Form 5500 filing for Georgia Surveyors Exchange Company, Inc. Self Funded Medical Reimbursement Plan, reported by Georgia Surveyors Exchange Company, Inc. (EIN 58-1385406).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages