2023 Form 5500 filing — Augusta National, Inc. Investment Savings 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 20241014155740NAL0046708688001) for Augusta National, Inc. Investment Savings Plan, reported by Augusta National, Inc. under EIN 58-0148990 and plan number 002. It reports 692 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155740NAL0046708688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Augusta National, Inc.
- EIN
- 58-0148990
- Plan number
- 002
- Location
- Augusta, GA
- Participants
- 692
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,310,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,310,126
- Employer contributions
- $1,822,898
- Participant contributions
- $2,729,683
- Total income / additions
- $12,488,493
- Benefits paid
- $4,391,316
- Administrative expenses
- $46,581
- Total expenses
- $4,437,897
- Net increase / (decrease)
- $8,050,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,581 | $0 |