Georgia System Operations Corporation Retirement Plan — Form 5500 plan (Georgia System Operations Corporation)
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 System Operations Corporation Retirement Plan is a benefit plan reported by Georgia System Operations Corporation under EIN 58-2231207 and plan number 003. The latest loaded filing year is 2023. The filing reports 311 participants and $167,502,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgia System Operations Corporation
- EIN
- 58-2231207
- Plan number
- 003
- Plan type
- 2
- Location
- Tucker, GA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $167,502,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241009155201NAL0009373667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,502,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,502,150
- Net assets (BOY)
- $142,101,429
Income & contributions
- Employer contributions
- $5,877,797
- Participant contributions
- $3,478,465
- Total contributions
- $9,502,301
- Total income / additions
- $36,956,796
Expenses & distributions
- Benefits paid
- $10,413,842
- Administrative expenses
- -$56,767
- Total expenses
- $10,357,075
- Net increase / (decrease)
- $26,599,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$56,662 | $0 | 2023 |