2023 Form 5500 filing — The 401(K) Plan Sponsored By Aegis Therapies
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 20240729164357NAL0019692161001) for The 401(K) Plan Sponsored By Aegis Therapies, reported by Aegis Therapies, Inc. under EIN 71-0811574 and plan number 001. It reports 4,278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729164357NAL0019692161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aegis Therapies, Inc.
- EIN
- 71-0811574
- Plan number
- 001
- Location
- Fort Smith, AR
- Participants
- 4,278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,338,049
- Total liabilities (EOY)
- $24,199
- Net assets (EOY)
- $117,313,850
- Employer contributions
- $0
- Participant contributions
- $6,629,852
- Total income / additions
- $25,256,511
- Benefits paid
- $10,078,260
- Administrative expenses
- $373,749
- Total expenses
- $10,581,296
- Net increase / (decrease)
- $14,675,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments, LLC | INVESTMENT ADVISOR | $215,548 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $138,234 | $0 |
| Clifton Larsonallen, Llp | AUDITOR | $16,538 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,454 | not reported in the loaded dataset |