The Galloway School Retirement Plan — Form 5500 plan (The Galloway Schools, Inc.)
Plain-English plan 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, The Galloway School Retirement Plan is a benefit plan reported by The Galloway Schools, Inc. under EIN 58-1052217 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $18,664,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Galloway Schools, Inc.
- EIN
- 58-1052217
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $18,664,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20250415133012NAL0005851680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,664,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,664,823
- Net assets (BOY)
- $16,001,204
Income & contributions
- Employer contributions
- $572,733
- Participant contributions
- $893,405
- Total contributions
- $1,467,838
- Total income / additions
- $3,861,897
Expenses & distributions
- Benefits paid
- $1,112,100
- Administrative expenses
- $86,178
- Total expenses
- $1,198,278
- Net increase / (decrease)
- $2,663,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $24,000 | not reported in the loaded dataset | 2023 |
| Smith And Howard Pc | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | INVESTMENT MANAGER | $8,764 | not reported in the loaded dataset | 2023 |
| Bush Retirement Plan Services Inc | CONTRACT ADMIN | $5,181 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Galloway Schools, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Pensionmark Financial Group LLC — Schedule C compensation
- Smith And Howard Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Bush Retirement Plan Services Inc — Schedule C compensation