Plain-English plan 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, Garrison Forest School Tax Sheltered Annuity Savings Plan is a benefit plan reported by Garrison Forest School, Inc. under EIN 52-0591516 and plan number 002. The latest loaded filing year is 2023. The filing reports 398 participants and $33,789,924 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,789,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,789,924
- Net assets (BOY)
- $30,726,369
Income & contributions
- Employer contributions
- $420,133
- Participant contributions
- $880,932
- Total contributions
- $1,500,760
- Total income / additions
- $6,038,387
Expenses & distributions
- Benefits paid
- $2,919,179
- Administrative expenses
- $55,653
- Total expenses
- $2,974,832
- Net increase / (decrease)
- $3,063,555