Sreb Retirement Plan — Form 5500 plan (Southern Regional Education Board)
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, Sreb Retirement Plan is a benefit plan reported by Southern Regional Education Board under EIN 58-0566141 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $48,668,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Regional Education Board
- EIN
- 58-0566141
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $48,668,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20240611120306NAL0049375376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,668,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,668,491
- Net assets (BOY)
- $43,585,292
Income & contributions
- Employer contributions
- $941,183
- Participant contributions
- $763,050
- Total contributions
- $1,716,081
- Total income / additions
- $7,551,656
Expenses & distributions
- Benefits paid
- $2,412,330
- Administrative expenses
- $49,969
- Total expenses
- $2,468,919
- Net increase / (decrease)
- $5,082,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc. | NONE | $15,377 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies, LLC | NONE | $14,883 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $11,837 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | NONE | $8,248 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Regional Education Board
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Nfp Retirement, Inc. — Schedule C compensation
- Flexpath Strategies, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation