Augusta Country Club 401(K) Plan — Form 5500 plan (Augusta Country Club)
Plain-English plan 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, Augusta Country Club 401(K) Plan is a benefit plan reported by Augusta Country Club under EIN 58-0148720 and plan number 003. The latest loaded filing year is 2023. The filing reports 179 participants and $5,191,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Augusta Country Club
- EIN
- 58-0148720
- Plan number
- 003
- Plan type
- 2
- Location
- Augusta, GA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $5,191,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241210121934NAL0006328467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,191,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,191,449
- Net assets (BOY)
- $4,196,533
Income & contributions
- Employer contributions
- $162,141
- Participant contributions
- $294,979
- Total contributions
- $461,519
- Total income / additions
- $1,226,245
Expenses & distributions
- Benefits paid
- $191,562
- Administrative expenses
- $39,767
- Total expenses
- $231,329
- Net increase / (decrease)
- $994,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $19,637 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $18,408 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $900 | $4,602 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $822 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Augusta Country Club
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Augusta, GA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation