2023 Form 5500 filing — Sreb Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611120306NAL0049375376001) for Sreb Retirement Plan, reported by Southern Regional Education Board under EIN 58-0566141 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240611120306NAL0049375376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Regional Education Board
- EIN
- 58-0566141
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,668,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,668,491
- Employer contributions
- $941,183
- Participant contributions
- $763,050
- Total income / additions
- $7,551,656
- Benefits paid
- $2,412,330
- Administrative expenses
- $49,969
- Total expenses
- $2,468,919
- Net increase / (decrease)
- $5,082,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | NONE | $15,377 | not reported in the loaded dataset |
| Flexpath Strategies, LLC | NONE | $14,883 | not reported in the loaded dataset |
| Tiaa | NONE | $11,837 | $0 |
| New Pinnacle Consulting Group, LLC | NONE | $8,248 | not reported in the loaded dataset |