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403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.
Plan identification number 001

403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GEORGIA BAR FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:GEORGIA BAR FOUNDATION, INC.
Employer identification number (EIN):580552594
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CARRIE RAYNOR2024-05-13
0012022-01-01CARRIE RAYNOR2023-06-06
0012021-01-01CARRIE RAYNOR2022-04-18
0012020-01-01CARRIE RAYNOR2021-04-30
0012019-01-01CARRIE RAYNOR2020-05-08
0012018-01-01CARRIE RAYNOR2019-06-26
0012017-01-01CARRIE RAYNOR2018-06-12 CARRIE RAYNOR2018-06-12
0012016-01-01CARRIE RAYNOR2017-05-04 CARRIE RAYNOR2017-05-04
0012015-01-01CARRIE RAYNOR2016-04-25 CARRIE RAYNOR2016-04-25
0012014-01-01CARRIE RAYNOR2015-04-14 CARRIE RAYNOR2015-04-14
0012013-01-01CARRIE RAYNOR2014-04-23 CARRIE RAYNOR2014-04-23

Financial Data on 403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-010
Total liabilities as of the end of the plan year2025-07-010
Total liabilities as of the beginning of the plan year2025-07-010
Total expenses incurred by plan in this plan year2025-07-0111674
Net assets as of the end of the plan year2025-07-01331065
Total assets as of the beginning of the plan year2025-07-01321769
Value of plan covered by a fidelity bond2025-07-011000000
Participant contributions to plan in this plan year2025-07-017089
Other expenses paid from plan in this plan year2025-07-010
Other contributions to plan in this plan year2025-07-010
Other income to plan in this plan year2025-07-0113881
Plan net income in this plan year2025-07-019296
Net assets as of the end of the plan year2025-07-01331065
Net assets as of the beginning of the plan year2025-07-01321769
Employer contributions to plan in this plan year2025-07-010
Fees paid to broker by Benefit Provider2025-07-01142
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-010
2024 : 403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-130
Net assets as of the end of the plan year2024-05-13321769
Total assets as of the beginning of the plan year2024-05-13279865
Value of plan covered by a fidelity bond2024-05-131000000
Participant contributions to plan in this plan year2024-05-1331053
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-130
Other income to plan in this plan year2024-05-1310851
Plan net income in this plan year2024-05-1341904
Net assets as of the end of the plan year2024-05-13321769
Net assets as of the beginning of the plan year2024-05-13279865
Employer contributions to plan in this plan year2024-05-130
Fees paid to broker by Benefit Provider2024-05-1354
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-130
2022 : 403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-180
Total liabilities as of the end of the plan year2022-04-180
Total liabilities as of the beginning of the plan year2022-04-180
Total expenses incurred by plan in this plan year2022-04-180
Net assets as of the end of the plan year2022-04-18262229
Total assets as of the beginning of the plan year2022-04-18222706
Value of plan covered by a fidelity bond2022-04-181000000
Participant contributions to plan in this plan year2022-04-1831053
Other expenses paid from plan in this plan year2022-04-180
Other contributions to plan in this plan year2022-04-180
Other income to plan in this plan year2022-04-188470
Plan net income in this plan year2022-04-1839523
Net assets as of the end of the plan year2022-04-18262229
Net assets as of the beginning of the plan year2022-04-18222706
Employer contributions to plan in this plan year2022-04-180
Fees paid to broker by Benefit Provider2022-04-1877

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