2023 Form 5500 filing — Georgia Society Of Certified Public Accountants' Group Insurance Trust Fund Health And Welfare 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 20241213131121NAL0015777041002) for Georgia Society Of Certified Public Accountants' Group Insurance Trust Fund Health And Welfare Plan, reported by Georgia Society Of Certified Public Accountants' Group Insurance Trus under EIN 58-6152277 and plan number 501. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213131121NAL0015777041002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Georgia Society Of Certified Public Accountants' Group Insurance Trus
- EIN
- 58-6152277
- Plan number
- 501
- Location
- Atlanta, GA
- Participants
- 751
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $998,124
- Total liabilities (EOY)
- $63,925
- Net assets (EOY)
- $934,199
- Total income / additions
- $269,093
- Administrative expenses
- $211,730
- Total expenses
- $211,730
- Net increase / (decrease)
- $57,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hancock Askew & Co., Llp | INDEPENDENT AUDITOR | $18,750 | not reported in the loaded dataset |