Plan5500

Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan — Form 5500 plan (Georgia Legal Services Program)

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, Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan is a benefit plan reported by Georgia Legal Services Program under EIN 58-1111590 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $5,319,734 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,319,734
Participants174Covered participants reported
Assets / participant$30.6KComputed: assets ÷ participants$30,573 (computed)
Provider compensation$9.4K2 Schedule C provider row(s)$9,428
Plan sponsor
Georgia Legal Services Program
EIN
58-1111590
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    174 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$167.2K
Benefits paid / distributions$153.1K
Contributions
Employer$169.3K
Participant$283.7K
Full reported line items

Net assets

Total assets (EOY)
$5,319,734
Total liabilities (EOY)
$0
Net assets (EOY)
$5,319,734
Net assets (BOY)
$4,150,773

Income & contributions

Employer contributions
$169,293
Participant contributions
$283,747
Total contributions
$603,916
Total income / additions
$1,336,161

Expenses & distributions

Benefits paid
$153,149
Administrative expenses
$9,428
Total expenses
$167,200
Net increase / (decrease)
$1,168,961
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Services, Inc.$6.9K
    ADVISOR AND CONSULTANT · Direct $6.9K
  2. 2
    Lincoln National Corporation$2.5K
    SERVICE PROVIDER · Direct $2.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan?
Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan is reported as sponsored by Georgia Legal Services Program (EIN 58-1111590, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan?
The latest Form 5500 filing year loaded for Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan is 2023.
How many participants does Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan report?
Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan reports 174 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan?
Georgia Legal Services Program Bargaining Unit Employees 403(B) Plan reports $5,319,734 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages