Augusta National, Inc. Investment Savings Plan — Form 5500 plan (Augusta National, Inc.)

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 National, Inc. Investment Savings Plan is a benefit plan reported by Augusta National, Inc. under EIN 58-0148990 and plan number 002. The latest loaded filing year is 2023. The filing reports 692 participants and $50,310,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Augusta National, Inc.
EIN
58-0148990
Plan number
002
Plan type
2
Location
Augusta, GA
Latest filing year
2023
Participants
692
End-of-year plan assets
$50,310,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023692H, C20241014155740NAL0046708688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,310,126
Total liabilities (EOY)
$0
Net assets (EOY)
$50,310,126
Net assets (BOY)
$42,259,530

Income & contributions

Employer contributions
$1,822,898
Participant contributions
$2,729,683
Total contributions
$5,220,762
Total income / additions
$12,488,493

Expenses & distributions

Benefits paid
$4,391,316
Administrative expenses
$46,581
Total expenses
$4,437,897
Net increase / (decrease)
$8,050,596

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$46,581$02023

Related Form 5500 pages