2023 Form 5500 filing — The Skyland Trail 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 20250501123631NAL0004805120001) for The Skyland Trail Retirement Plan, reported by George West Mental Health Foundation, Inc. under EIN 58-1489941 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501123631NAL0004805120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- George West Mental Health Foundation, Inc.
- EIN
- 58-1489941
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,332,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,332,923
- Employer contributions
- $283,463
- Participant contributions
- $799,848
- Total income / additions
- $2,299,428
- Benefits paid
- $339,509
- Administrative expenses
- $39,692
- Total expenses
- $379,201
- Net increase / (decrease)
- $1,920,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $28,092 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,913 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,837 | not reported in the loaded dataset |
| Dorsa Consulting Services Inc | CONTRACT ADMIN | $1,250 | not reported in the loaded dataset |
| Carpenter Morse Group | CONTRACT ADMIN | $600 | not reported in the loaded dataset |