Original filing (PDF)20250327123546NAL0035679106001

GEORGIA HISTORICAL SOCIETY

Name: GEORGIA HISTORICAL SOCIETY — GEORGIA HISTORICAL SOCIETY 403(B) PLAN, Form 5500 (2023)
Creator: GEORGIA HISTORICAL SOCIETY

Form 5500-SF

FILING_RECEIVED

GEORGIA HISTORICAL SOCIETY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGIA HISTORICAL SOCIETY.

Plan sponsor

Name

GEORGIA HISTORICAL SOCIETY

EIN

58-0593403

Address

104 W GASTON STREET · SAVANNAH, GA · 314014830

Phone

(912) 651-2125

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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