2023 Form 5500 filing — Augusta Ent, P.C. 401(K) Profit Sharing 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 20250108153357NAL0022490146001) for Augusta Ent, P.C. 401(K) Profit Sharing Plan, reported by Augusta Ent, P.C. under EIN 58-1981690 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108153357NAL0022490146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Augusta Ent, P.C.
- EIN
- 58-1981690
- Plan number
- 001
- Location
- Evans, GA
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,062,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,062,493
- Employer contributions
- $974,303
- Participant contributions
- $695,456
- Total income / additions
- $6,462,889
- Benefits paid
- $2,513,397
- Administrative expenses
- $79,511
- Total expenses
- $2,604,425
- Net increase / (decrease)
- $3,858,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Firethorn Wealth Partners, LLC | INVESTMENT ADVISOR | $54,552 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMINISTRATOR | $9,825 | not reported in the loaded dataset |
| Wealth Plan Investment Mngmnt LLC | INVESTMENT ADVISOR | $8,123 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,608 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |