The 401(K) Plan Sponsored By Aegis Therapies — Form 5500 plan (Aegis Therapies, 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, The 401(K) Plan Sponsored By Aegis Therapies is a benefit plan reported by Aegis Therapies, Inc. under EIN 71-0811574 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,278 participants and $117,338,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aegis Therapies, Inc.
- EIN
- 71-0811574
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Smith, AR
- Latest filing year
- 2023
- Participants
- 4,278
- End-of-year plan assets
- $117,338,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,278 | H, C | 20240729164357NAL0019692161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,338,049
- Total liabilities (EOY)
- $24,199
- Net assets (EOY)
- $117,313,850
- Net assets (BOY)
- $102,638,635
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $6,629,852
- Total contributions
- $7,898,894
- Total income / additions
- $25,256,511
Expenses & distributions
- Benefits paid
- $10,078,260
- Administrative expenses
- $373,749
- Total expenses
- $10,581,296
- Net increase / (decrease)
- $14,675,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments, LLC | INVESTMENT ADVISOR | $215,548 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $138,234 | $0 | 2023 |
| Clifton Larsonallen, Llp | AUDITOR | $16,538 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,454 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aegis Therapies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Fort Smith, AR
- Mercer Investments, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Clifton Larsonallen, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation