2023 Form 5500 filing — Foundation For Atlanta Veterans Education And Research, Inc. 403(B) Salary Reduction & Pension 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 20250106161548NAL0004538355001) for Foundation For Atlanta Veterans Education And Research, Inc. 403(B) Salary Reduction & Pension Plan, reported by Foundation For Atlanta Veterans Education And Research, Inc. under EIN 58-1857346 and plan number 403. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106161548NAL0004538355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundation For Atlanta Veterans Education And Research, Inc.
- EIN
- 58-1857346
- Plan number
- 403
- Location
- Decatur, GA
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,169,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,169,130
- Employer contributions
- $88,813
- Participant contributions
- $341,556
- Total income / additions
- $2,452,842
- Benefits paid
- $589,930
- Administrative expenses
- $53,655
- Total expenses
- $643,585
- Net increase / (decrease)
- $1,809,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $42 | $25,898 |
| Cbiz Benefits & Insurance Services | THIRD PARTY ADMIN | $0 | $9,724 |