2023 Form 5500 filing — Aegis 401(K) Retirement 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 20241015082744NAL0015985635001) for Aegis 401(K) Retirement Plan, reported by Aegis Insurance Services, Inc. under EIN 22-2466904 and plan number 002. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082744NAL0015985635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aegis Insurance Services, Inc.
- EIN
- 22-2466904
- Plan number
- 002
- Location
- East Rutherford, NJ
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $177,775,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,775,958
- Employer contributions
- $5,699,880
- Participant contributions
- $4,480,798
- Total income / additions
- $38,242,295
- Benefits paid
- $8,508,224
- Administrative expenses
- $3,007
- Total expenses
- $8,511,231
- Net increase / (decrease)
- $29,731,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,007 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |