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ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN
Plan identification number 001

ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

ATLANTA LEGAL AID SOCIETY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ATLANTA LEGAL AID SOCIETY, INC.
Employer identification number (EIN):580568691
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01ANDREA MCKENZIE2019-04-30 ANDREA MCKENZIE2019-04-30
0012016-01-01
0012015-01-01
0012014-01-01ELAINE K. LANDRY2015-10-13
0012013-01-01ELAINE K. LANDRY2014-10-14
0012012-01-01STEVE GOTTLIEB2013-10-11
0012011-01-01STEVE GOTTLIEB2012-10-10
0012010-01-01STEVE GOTTLIEB2011-10-11
0012009-01-01STEVE GOTTLIEB
0012009-01-01STEVE GOTTLIEB
0012009-01-01STEVE GOTTLIEB
0012009-01-01STEVE GOTTLIEB

Plan Statistics for ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01211
Number of participants with account balances2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01194
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01205
Number of participants with account balances2021-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01190
Number of participants with account balances2019-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01185
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01129
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01170
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0182
Total number of active participants reported on line 7a of the Form 55002009-01-0179
Total of all active and inactive participants2009-01-0179
Total participants2009-01-0179
Number of participants with account balances2009-01-0179

Financial Data on ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,354,627
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$432,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$432,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$800,645
Value of total assets at end of year2022-12-31$14,823,608
Value of total assets at beginning of year2022-12-31$16,610,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$200
Total interest from all sources2022-12-31$155,282
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$587,825
Participant contributions at end of year2022-12-31$25,878
Participant contributions at beginning of year2022-12-31$8,784
Participant contributions at end of year2022-12-31$24,668
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,787,151
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,823,608
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,610,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,962,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,115,085
Value of interest in pooled separate accounts at end of year2022-12-31$715,417
Value of interest in pooled separate accounts at beginning of year2022-12-31$641,575
Interest on participant loans2022-12-31$764
Interest earned on other investments2022-12-31$154,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,086,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,845,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,363,477
Net investment gain/loss from pooled separate accounts2022-12-31$52,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$208,336
Employer contributions (assets) at end of year2022-12-31$8,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$432,324
Contract administrator fees2022-12-31$200
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2022-12-31580692043
2021 : ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,605,014
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$242,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$242,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$758,792
Value of total assets at end of year2021-12-31$16,610,759
Value of total assets at beginning of year2021-12-31$14,248,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$225
Total interest from all sources2021-12-31$126,764
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$561,812
Participant contributions at end of year2021-12-31$8,784
Participant contributions at beginning of year2021-12-31$1,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,362,545
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,610,759
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,248,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,115,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,055,577
Value of interest in pooled separate accounts at end of year2021-12-31$641,575
Value of interest in pooled separate accounts at beginning of year2021-12-31$509,640
Interest on participant loans2021-12-31$176
Interest earned on other investments2021-12-31$126,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,845,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,681,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,624,593
Net investment gain/loss from pooled separate accounts2021-12-31$94,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$196,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$242,244
Contract administrator fees2021-12-31$225
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2021-12-31580692043
2020 : ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,338,049
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$459,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$458,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$746,154
Value of total assets at end of year2020-12-31$14,248,214
Value of total assets at beginning of year2020-12-31$12,369,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$344
Total interest from all sources2020-12-31$135,112
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$559,154
Participant contributions at end of year2020-12-31$1,132
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,878,988
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,248,214
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,369,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,055,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,326,165
Value of interest in pooled separate accounts at end of year2020-12-31$509,640
Value of interest in pooled separate accounts at beginning of year2020-12-31$498,667
Interest earned on other investments2020-12-31$135,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,681,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,544,394
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$20,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,461,040
Net investment gain/loss from pooled separate accounts2020-12-31$-4,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$185,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$438,218
Contract administrator fees2020-12-31$344
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2020-12-31580692043
2019 : ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$240,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,454,664
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$102,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$102,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$778,058
Value of total assets at end of year2019-12-31$12,369,226
Value of total assets at beginning of year2019-12-31$9,775,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$125,661
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$540,672
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$49,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,352,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,369,226
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,775,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,326,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,122,114
Value of interest in pooled separate accounts at end of year2019-12-31$498,667
Value of interest in pooled separate accounts at beginning of year2019-12-31$419,093
Interest earned on other investments2019-12-31$125,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,544,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,234,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,526,202
Net investment gain/loss from pooled separate accounts2019-12-31$24,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$188,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$102,104
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2019-12-31580692043
2018 : ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,245,663
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$218,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$218,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$718,512
Value of total assets at end of year2018-12-31$9,775,695
Value of total assets at beginning of year2018-12-31$8,748,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$114,827
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$507,520
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,499
Other income not declared elsewhere2018-12-31$856,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,026,970
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,775,695
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,748,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,122,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,725,784
Value of interest in pooled separate accounts at end of year2018-12-31$419,093
Value of interest in pooled separate accounts at beginning of year2018-12-31$428,823
Interest earned on other investments2018-12-31$114,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,234,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,594,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-463,569
Net investment gain/loss from pooled separate accounts2018-12-31$19,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$181,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$218,693
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GOLDMAN & COMPANY, CPAS, PC
Accountancy firm EIN2018-12-31582661650
2017 : ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,611,344
Total of all expenses incurred2017-12-31$377,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$377,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$608,480
Value of total assets at end of year2017-12-31$8,748,725
Value of total assets at beginning of year2017-12-31$7,514,633
Total interest from all sources2017-12-31$91,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$438,099
Other income not declared elsewhere2017-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,234,092
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,748,725
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,514,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,725,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,291,530
Value of interest in pooled separate accounts at end of year2017-12-31$428,823
Value of interest in pooled separate accounts at beginning of year2017-12-31$404,224
Interest earned on other investments2017-12-31$91,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,594,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,818,879
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$20,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$893,897
Net investment gain/loss from pooled separate accounts2017-12-31$17,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$170,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$356,383
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GOLDMAN & COMPANY, CPAS, PC
Accountancy firm EIN2017-12-31582661650

Form 5500 Responses for ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN

2022: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2009: ATLANTA LEGAL AID SOCIETY, INC. TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number335049
Policy instance 1
Insurance contract or identification number335049
Number of Individuals Covered206
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number335049
Policy instance 1
Insurance contract or identification number335049
Number of Individuals Covered200
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number335049
Policy instance 1
Insurance contract or identification number335049
Number of Individuals Covered192
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number335049
Policy instance 1
Insurance contract or identification number335049
Number of Individuals Covered189
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number335049
Policy instance 1
Insurance contract or identification number335049
Number of Individuals Covered184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number335049
Policy instance 1
Insurance contract or identification number335049
Number of Individuals Covered170
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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