Technical Associates Of Georgia Employee Stock Ownership Plan — Form 5500 plan (Technical Associates Of Georgia 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, Technical Associates Of Georgia Employee Stock Ownership Plan is a benefit plan reported by Technical Associates Of Georgia Inc under EIN 58-1409457 and plan number 002. The latest loaded filing year is 2023. The filing reports 353 participants and $15,973,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Technical Associates Of Georgia Inc
- EIN
- 58-1409457
- Plan number
- 002
- Plan type
- 2
- Location
- Albany, GA
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $15,973,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241008095406NAL0028298992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,973,377
- Total liabilities (EOY)
- $71,199
- Net assets (EOY)
- $15,902,178
- Net assets (BOY)
- $13,545,861
Income & contributions
- Employer contributions
- $142,500
- Total contributions
- $142,500
- Total income / additions
- $4,279,775
Expenses & distributions
- Benefits paid
- $1,832,613
- Administrative expenses
- $90,845
- Total expenses
- $1,923,458
- Net increase / (decrease)
- $2,356,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan | THIRD PARTY ADMIN | $44,148 | not reported in the loaded dataset | 2023 |
| Willamette Management Associates | VALUATION COMPANY | $17,933 | not reported in the loaded dataset | 2023 |
| Kirbo & Kirbo, P.C. | TRUSTEE | $15,000 | not reported in the loaded dataset | 2023 |
| Mauldin & Jenkins | AUDITOR | $13,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Technical Associates Of Georgia Inc
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Albany, GA
- Futureplan — Schedule C compensation
- Willamette Management Associates — Schedule C compensation
- Kirbo & Kirbo, P.C. — Schedule C compensation
- Mauldin & Jenkins — Schedule C compensation