Atlanta Speech School, Inc. Retirement Plan — Form 5500 plan (Atlanta Speech School, Inc.)

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, Atlanta Speech School, Inc. Retirement Plan is a benefit plan reported by Atlanta Speech School, Inc. under EIN 58-0566198 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $32,491,163 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlanta Speech School, Inc.
EIN
58-0566198
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
311
End-of-year plan assets
$32,491,163

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20241010094818NAL0019883217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,491,163
Total liabilities (EOY)
$0
Net assets (EOY)
$32,491,163
Net assets (BOY)
$29,328,177

Income & contributions

Employer contributions
$715,257
Participant contributions
$1,027,986
Total contributions
$1,799,749
Total income / additions
$6,529,755

Expenses & distributions

Benefits paid
$3,274,472
Administrative expenses
$62,287
Total expenses
$3,366,769
Net increase / (decrease)
$3,162,986

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$48,336$02023
NfpSERVICE PROVIDER$13,698not reported in the loaded dataset2023
Joe D FriendBROKER/DEALER$0$12,8252023
TiaaSERVICE PROVIDER$253$02023

Related Form 5500 pages