2023 Form 5500 filing — Augmentum, Inc. 401(K) P/S 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 20240924232341NAL0027565970001) for Augmentum, Inc. 401(K) P/S Plan, reported by Augmentum, Inc. under EIN 59-3772973 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,516,807
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240924232341NAL0027565970001
Plan sponsor
Augmentum, Inc.
EIN
59-3772973
Plan number
001
Location
Foster City, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$916.1K
Total expenses$594.8K
Benefits paid / distributions$594.8K
Contributions
Employer$0
Participant$263.2K
Full reported line items
Total assets (EOY)
$4,516,807
Total liabilities (EOY)
$0
Net assets (EOY)
$4,516,807
Employer contributions
$0
Participant contributions
$263,153
Total income / additions
$916,079
Benefits paid
$594,782
Administrative expenses
$25
Total expenses
$594,807
Net increase / (decrease)
$321,272

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924232341NAL0027565970001 cover?
It is the 2023 Form 5500 filing for Augmentum, Inc. 401(K) P/S Plan, reported by Augmentum, Inc. (EIN 59-3772973).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages