The Atlanta Botanical Garden, Inc. 403(B) Retirement Savings Plan — Form 5500 plan (The Atlanta Botanical Garden, 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, The Atlanta Botanical Garden, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by The Atlanta Botanical Garden, Inc. under EIN 58-1313284 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $6,372,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Atlanta Botanical Garden, Inc.
- EIN
- 58-1313284
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $6,372,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241009094213NAL0018110513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,372,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,372,665
- Net assets (BOY)
- $5,611,272
Income & contributions
- Employer contributions
- $373,022
- Participant contributions
- $450,886
- Total contributions
- $863,752
- Total income / additions
- $1,639,869
Expenses & distributions
- Benefits paid
- $855,531
- Administrative expenses
- $22,945
- Total expenses
- $878,476
- Net increase / (decrease)
- $761,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,520 | $0 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $2,175 | $5,328 | 2023 |
| Sage View Advisory Group, LLC | INVESTMENT MGMT; OTHER | $2,915 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Atlanta Botanical Garden, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Sage View Advisory Group, LLC — Schedule C compensation