2023 Form 5500 filing — Arnall Golden Gregory Llp Self-Employed Persons Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011112825NAL0012425619003) for Arnall Golden Gregory Llp Self-Employed Persons Retirement Plan, reported by Arnall Golden Gregory Llp under EIN 58-0543673 and plan number 001. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112825NAL0012425619003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arnall Golden Gregory Llp
- EIN
- 58-0543673
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,223,013
- Net assets (EOY)
- $158,223,013
- Employer contributions
- $4,961,616
- Participant contributions
- $3,802,575
- Total income / additions
- $28,872,817
- Benefits paid
- $8,103,783
- Administrative expenses
- $317,444
- Total expenses
- $8,421,227
- Net increase / (decrease)
- $20,451,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital LLC | NONE | $150,633 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $66,755 | not reported in the loaded dataset |
| Capital Directions | NONE | $54,480 | not reported in the loaded dataset |
| Hb Wealth Management LLC | NONE | $17,576 | not reported in the loaded dataset |
| Cornercap Investment Counsel I | NONE | $8,626 | not reported in the loaded dataset |
| Waypoint Wealth Counsel LLC | NONE | $7,529 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $5,704 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,317 | $0 |
| United Capital Financial Advis | NONE | $5,081 | not reported in the loaded dataset |