Foundation For Atlanta Veterans Education And Research, Inc. 403(B) Salary Reduction & Pension Plan — Form 5500 plan (Foundation For Atlanta Veterans Education And Research, 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, Foundation For Atlanta Veterans Education And Research, Inc. 403(B) Salary Reduction & Pension Plan is a benefit plan reported by Foundation For Atlanta Veterans Education And Research, Inc. under EIN 58-1857346 and plan number 403. The latest loaded filing year is 2023. The filing reports 163 participants and $12,169,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foundation For Atlanta Veterans Education And Research, Inc.
EIN
58-1857346
Plan number
403
Plan type
2
Location
Decatur, GA
Latest filing year
2023
Participants
163
End-of-year plan assets
$12,169,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20250106161548NAL0004538355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,169,130
Total liabilities (EOY)
$0
Net assets (EOY)
$12,169,130
Net assets (BOY)
$10,359,873

Income & contributions

Employer contributions
$88,813
Participant contributions
$341,556
Total contributions
$430,369
Total income / additions
$2,452,842

Expenses & distributions

Benefits paid
$589,930
Administrative expenses
$53,655
Total expenses
$643,585
Net increase / (decrease)
$1,809,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesSERVICE PROVIDER$42$25,8982023
Cbiz Benefits & Insurance ServicesTHIRD PARTY ADMIN$0$9,7242023

Related Form 5500 pages