Tiaa-Cref Annuity Plan For The Faculty And The Administration Of Athens Academy — Form 5500 plan (Athens Academy, 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, Tiaa-Cref Annuity Plan For The Faculty And The Administration Of Athens Academy is a benefit plan reported by Athens Academy, Inc. under EIN 58-6055242 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $25,294,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Athens Academy, Inc.
EIN
58-6055242
Plan number
002
Plan type
2
Location
Athens, GA
Latest filing year
2023
Participants
271
End-of-year plan assets
$25,294,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H20241211070158NAL0017972880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,294,808
Total liabilities (EOY)
$0
Net assets (EOY)
$25,294,808
Net assets (BOY)
$22,476,860

Income & contributions

Employer contributions
$499,584
Participant contributions
$680,093
Total contributions
$1,179,677
Total income / additions
$4,088,117

Expenses & distributions

Benefits paid
$1,270,169
Administrative expenses
$0
Total expenses
$1,270,169
Net increase / (decrease)
$2,817,948

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages