Arnall Golden Gregory Llp Self-Employed Persons Retirement Plan — Form 5500 plan (Arnall Golden Gregory Llp)
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, Arnall Golden Gregory Llp Self-Employed Persons Retirement Plan is a benefit plan reported by Arnall Golden Gregory Llp under EIN 58-0543673 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $158,223,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arnall Golden Gregory Llp
- EIN
- 58-0543673
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $158,223,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241011112825NAL0012425619003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,223,013
- Net assets (EOY)
- $158,223,013
- Net assets (BOY)
- $136,326,890
Income & contributions
- Employer contributions
- $4,961,616
- Participant contributions
- $3,802,575
- Total contributions
- $9,143,976
- Total income / additions
- $28,872,817
Expenses & distributions
- Benefits paid
- $8,103,783
- Administrative expenses
- $317,444
- Total expenses
- $8,421,227
- Net increase / (decrease)
- $20,451,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savant Capital LLC | NONE | $150,633 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $66,755 | not reported in the loaded dataset | 2023 |
| Capital Directions | NONE | $54,480 | not reported in the loaded dataset | 2023 |
| Hb Wealth Management LLC | NONE | $17,576 | not reported in the loaded dataset | 2023 |
| Cornercap Investment Counsel I | NONE | $8,626 | not reported in the loaded dataset | 2023 |
| Waypoint Wealth Counsel LLC | NONE | $7,529 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $5,704 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,317 | $0 | 2023 |
| United Capital Financial Advis | NONE | $5,081 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arnall Golden Gregory Llp
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Savant Capital LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capital Directions — Schedule C compensation
- Hb Wealth Management LLC — Schedule C compensation
- Cornercap Investment Counsel I — Schedule C compensation
- Waypoint Wealth Counsel LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- United Capital Financial Advis — Schedule C compensation