Georgia Society Of Certified Public Accountants' Group Insurance Trust Fund Health And Welfare Plan — Form 5500 plan (Georgia Society Of Certified Public Accountants' Group Insurance Trus)

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, Georgia Society Of Certified Public Accountants' Group Insurance Trust Fund Health And Welfare Plan is a benefit plan reported by Georgia Society Of Certified Public Accountants' Group Insurance Trus under EIN 58-6152277 and plan number 501. The latest loaded filing year is 2023. The filing reports 751 participants and $998,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Georgia Society Of Certified Public Accountants' Group Insurance Trus
EIN
58-6152277
Plan number
501
Plan type
3
Location
Atlanta, GA
Latest filing year
2023
Participants
751
End-of-year plan assets
$998,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023751H, C20241213131121NAL0015777041002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$998,124
Total liabilities (EOY)
$63,925
Net assets (EOY)
$934,199
Net assets (BOY)
$876,836

Income & contributions

Total income / additions
$269,093

Expenses & distributions

Administrative expenses
$211,730
Total expenses
$211,730
Net increase / (decrease)
$57,363

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hancock Askew & Co., LlpINDEPENDENT AUDITOR$18,750not reported in the loaded dataset2023

Related Form 5500 pages