Ent Of Georgia, LLC Retirement Savings Plan — Form 5500 plan (Ent Of Georgia, LLC)

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, Ent Of Georgia, LLC Retirement Savings Plan is a benefit plan reported by Ent Of Georgia, LLC under EIN 58-2242409 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $20,499,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ent Of Georgia, LLC
EIN
58-2242409
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
171
End-of-year plan assets
$20,499,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20241015165420NAL0050553536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,499,798
Total liabilities (EOY)
$0
Net assets (EOY)
$20,499,798
Net assets (BOY)
$16,246,890

Income & contributions

Employer contributions
$953,194
Participant contributions
$817,929
Total contributions
$1,894,721
Total income / additions
$4,853,208

Expenses & distributions

Benefits paid
$554,481
Administrative expenses
$45,819
Total expenses
$600,300
Net increase / (decrease)
$4,252,908

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Monterey Financial PartnersINVESTMENT ADVISOR$26,692not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$21,899$02023
Ascensus Holding Dba FutureplanCONTRACT ADMIN$2,426$10,0002023
Empower Advisory GroupINVESTMENT MGMT$1,620not reported in the loaded dataset2023

Related Form 5500 pages