Plan5500

Georgia Bankers Association Master Pension And Profit Sharing Trusts — Form 5500 plan (Gba Retirement Services, 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, Georgia Bankers Association Master Pension And Profit Sharing Trusts is a benefit plan reported by Gba Retirement Services, Inc. under EIN 58-2449984 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $272,636,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gba Retirement Services, Inc.
EIN
58-2449984
Plan number
003
Plan type
4
Location
Atlanta, GA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$272,636,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240927143750NAL0001346643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$272,636,680
Total liabilities (EOY)
$135,503
Net assets (EOY)
$272,501,177
Net assets (BOY)
$239,821,616

Income & contributions

Total contributions
$0
Total income / additions
$30,831,445

Expenses & distributions

Benefits paid
$0
Administrative expenses
$539,523
Total expenses
$539,523
Net increase / (decrease)
$30,291,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gba Retirement Services, Inc.not reported in the loaded dataset$278,267not reported in the loaded dataset2023
American Trust Companynot reported in the loaded dataset$191,332not reported in the loaded dataset2023
Moore Colsonnot reported in the loaded dataset$69,924not reported in the loaded dataset2023

Related Form 5500 pages