ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ATLANTA HISTORICAL SOCIETY, INC
This Profit Sharing plan holds $4M in total assets and serves 105 participants as of 2022. It is sponsored by ATLANTA HISTORICAL SOCIETY, INC in Georgia. The plan reported a net loss of $459K for the year.
What the Filing Says About ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY
ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY is a Profit Sharing retirement plan sponsored by ATLANTA HISTORICAL SOCIETY, INC, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 105 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 580566162, and the plan has been effective since 1999-02-05. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $4M at the beginning of 2022 to $4M at year-end — a decline of 10.4%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-459,459 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $4M |
| Total Assets (End of Year) | $4M |
| Net Assets (End of Year) | $4M |
| Net Income | $-459,459 |
| Plan Type | Profit Sharing |
| Employer EIN | 580566162 |
| Plan Effective Date | 1999-02-05 |
| Filing Status | FILING RECEIVED |
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 580566162.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.