The Skyland Trail Retirement Plan — Form 5500 plan (George West Mental Health Foundation, 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 Skyland Trail Retirement Plan is a benefit plan reported by George West Mental Health Foundation, Inc. under EIN 58-1489941 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $8,332,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- George West Mental Health Foundation, Inc.
- EIN
- 58-1489941
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $8,332,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20250501123631NAL0004805120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,332,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,332,923
- Net assets (BOY)
- $6,412,696
Income & contributions
- Employer contributions
- $283,463
- Participant contributions
- $799,848
- Total contributions
- $1,141,676
- Total income / additions
- $2,299,428
Expenses & distributions
- Benefits paid
- $339,509
- Administrative expenses
- $39,692
- Total expenses
- $379,201
- Net increase / (decrease)
- $1,920,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $28,092 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,913 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,837 | not reported in the loaded dataset | 2023 |
| Dorsa Consulting Services Inc | CONTRACT ADMIN | $1,250 | not reported in the loaded dataset | 2023 |
| Carpenter Morse Group | CONTRACT ADMIN | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for George West Mental Health Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Dorsa Consulting Services Inc — Schedule C compensation
- Carpenter Morse Group — Schedule C compensation