2023 Form 5500 filing — Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity 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 20250415115018NAL0003236625001) for Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan, reported by Georgia Rehabilitation Institute, Inc. under EIN 58-1705662 and plan number 001. It reports 204 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)$10.8MReported net assets$10,779,917
Participants204
Provider compensation$2.5K1 Schedule C row(s)$2,489
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415115018NAL0003236625001
Plan sponsor
Georgia Rehabilitation Institute, Inc.
EIN
58-1705662
Plan number
001
Location
Augusta, 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)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$945.6K
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$29.8K
Participant$36.3K
Full reported line items
Total assets (EOY)
$10,779,917
Total liabilities (EOY)
$0
Net assets (EOY)
$10,779,917
Employer contributions
$29,847
Participant contributions
$36,259
Total income / additions
$945,570
Benefits paid
$1,121,388
Administrative expenses
$2,489
Total expenses
$1,123,877
Net increase / (decrease)
-$178,307
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $2.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415115018NAL0003236625001 cover?
It is the 2023 Form 5500 filing for Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan, reported by Georgia Rehabilitation Institute, Inc. (EIN 58-1705662).
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