Augusta Ent, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Augusta Ent, P.C.)
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 Ent, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Augusta Ent, P.C. under EIN 58-1981690 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $28,062,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Augusta Ent, P.C.
- EIN
- 58-1981690
- Plan number
- 001
- Plan type
- 2
- Location
- Evans, GA
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $28,062,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20250108153357NAL0022490146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,062,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,062,493
- Net assets (BOY)
- $24,204,029
Income & contributions
- Employer contributions
- $974,303
- Participant contributions
- $695,456
- Total contributions
- $1,691,968
- Total income / additions
- $6,462,889
Expenses & distributions
- Benefits paid
- $2,513,397
- Administrative expenses
- $79,511
- Total expenses
- $2,604,425
- Net increase / (decrease)
- $3,858,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Firethorn Wealth Partners, LLC | INVESTMENT ADVISOR | $54,552 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMINISTRATOR | $9,825 | not reported in the loaded dataset | 2023 |
| Wealth Plan Investment Mngmnt LLC | INVESTMENT ADVISOR | $8,123 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,608 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Augusta Ent, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Evans, GA
- Firethorn Wealth Partners, LLC — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Wealth Plan Investment Mngmnt LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation