2023 Form 5500 filing — Garrison Forest School Tax Sheltered Annuity Savings 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 20241010073902NAL0020649537001) for Garrison Forest School Tax Sheltered Annuity Savings Plan, reported by Garrison Forest School, Inc. under EIN 52-0591516 and plan number 002. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010073902NAL0020649537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garrison Forest School, Inc.
- EIN
- 52-0591516
- Plan number
- 002
- Location
- Owings Mills, MD
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,789,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,789,924
- Employer contributions
- $420,133
- Participant contributions
- $880,932
- Total income / additions
- $6,038,387
- Benefits paid
- $2,919,179
- Administrative expenses
- $55,653
- Total expenses
- $2,974,832
- Net increase / (decrease)
- $3,063,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $33,171 | $0 |
| Resources Investment Advisors, Inc. | NONE | $23,009 | not reported in the loaded dataset |
| Onedigital Investment Advisors | NONE | $7,816 | not reported in the loaded dataset |