Aga 401(K) Plan — Form 5500 plan (Atlanta Gastroenterology Associates)
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, Aga 401(K) Plan is a benefit plan reported by Atlanta Gastroenterology Associates under EIN 58-2238919 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,354 participants and $76,867,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlanta Gastroenterology Associates
- EIN
- 58-2238919
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,354
- End-of-year plan assets
- $76,867,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,354 | H, C | 20250317113519NAL0001632241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,867,971
- Total liabilities (EOY)
- $6,041
- Net assets (EOY)
- $76,861,930
- Net assets (BOY)
- $58,680,466
Income & contributions
- Employer contributions
- $3,139,561
- Participant contributions
- $5,733,018
- Total contributions
- $9,436,699
- Total income / additions
- $19,834,357
Expenses & distributions
- Benefits paid
- $1,643,534
- Administrative expenses
- $9,359
- Total expenses
- $1,652,893
- Net increase / (decrease)
- $18,181,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Monterey Financial Partners Inc | INVESTMENT ADVISOR | $64,894 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc | CONTRACT ADMIN | $18,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,713 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,645 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlanta Gastroenterology Associates
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Monterey Financial Partners Inc — Schedule C compensation
- Ascensus Holdings Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation