2023 Form 5500 filing — The Galloway School 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 20250415133012NAL0005851680001) for The Galloway School Retirement Plan, reported by The Galloway Schools, Inc. under EIN 58-1052217 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415133012NAL0005851680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Galloway Schools, Inc.
- EIN
- 58-1052217
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,664,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,664,823
- Employer contributions
- $572,733
- Participant contributions
- $893,405
- Total income / additions
- $3,861,897
- Benefits paid
- $1,112,100
- Administrative expenses
- $86,178
- Total expenses
- $1,198,278
- Net increase / (decrease)
- $2,663,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $24,000 | not reported in the loaded dataset |
| Smith And Howard Pc | AUDITOR | $15,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | INVESTMENT MANAGER | $8,764 | not reported in the loaded dataset |
| Bush Retirement Plan Services Inc | CONTRACT ADMIN | $5,181 | not reported in the loaded dataset |