Plan5500

Technical Associates Of Georgia Employee Stock Ownership Plan — Form 5500 plan (Technical Associates Of Georgia 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, Technical Associates Of Georgia Employee Stock Ownership Plan is a benefit plan reported by Technical Associates Of Georgia Inc under EIN 58-1409457 and plan number 002. The latest loaded filing year is 2023. The filing reports 353 participants and $15,973,377 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.9MPlan net assets, end of year$15,902,178
Participants353Covered participants reported
Assets / participant$45.3KComputed: assets ÷ participants$45,250 (computed)
Provider compensation$90.5K4 Schedule C provider row(s)$90,481
Plan sponsor
Technical Associates Of Georgia Inc
EIN
58-1409457
Plan number
002
Plan type
2
Location
Albany, 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
    353 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)$16M total assets
Net assets$15.9MLiabilities$71.2K
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$142.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$15,973,377
Total liabilities (EOY)
$71,199
Net assets (EOY)
$15,902,178
Net assets (BOY)
$13,545,861

Income & contributions

Employer contributions
$142,500
Total contributions
$142,500
Total income / additions
$4,279,775

Expenses & distributions

Benefits paid
$1,832,613
Administrative expenses
$90,845
Total expenses
$1,923,458
Net increase / (decrease)
$2,356,317
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.

Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Futureplan$44.1K
    THIRD PARTY ADMIN · Direct $44.1K
  2. 2
    Willamette Management Associates$17.9K
    VALUATION COMPANY · Direct $17.9K
  3. 3
    Kirbo & Kirbo, P.C.$15K
    TRUSTEE · Direct $15K
  4. 4
    Mauldin & Jenkins$13.4K
    AUDITOR · Direct $13.4K

What to inspect next

Frequently asked questions

Who sponsors the Technical Associates Of Georgia Employee Stock Ownership Plan?
Technical Associates Of Georgia Employee Stock Ownership Plan is reported as sponsored by Technical Associates Of Georgia Inc (EIN 58-1409457, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Technical Associates Of Georgia Employee Stock Ownership Plan?
The latest Form 5500 filing year loaded for Technical Associates Of Georgia Employee Stock Ownership Plan is 2023.
How many participants does Technical Associates Of Georgia Employee Stock Ownership Plan report?
Technical Associates Of Georgia Employee Stock Ownership Plan reports 353 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Technical Associates Of Georgia Employee Stock Ownership Plan?
Technical Associates Of Georgia Employee Stock Ownership Plan reports $15,973,377 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