2023 Form 5500 filing — Argi Financial Group, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617140912NAL0001078947002) for Argi Financial Group, LLC 401(K) Plan, reported by Argi Holdings, Inc. under EIN 47-2632957 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants308
Provider compensation$23.5K2 Schedule C row(s)$23,535
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240617140912NAL0001078947002
Plan sponsor
Argi Holdings, Inc.
EIN
47-2632957
Plan number
001
Location
Louisville, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$1.1M
Total expenses$20.4M
Benefits paid / distributions$20.4M
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$1,074,696
Benefits paid
$20,413,878
Administrative expenses
$23,783
Total expenses
$20,437,661
Net increase / (decrease)
-$19,362,965
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $17.9K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $5.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617140912NAL0001078947002 cover?
It is the 2023 Form 5500 filing for Argi Financial Group, LLC 401(K) Plan, reported by Argi Holdings, Inc. (EIN 47-2632957).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages