2023 Form 5500 filing — Augusta Country Club 401(K) 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 20241210121934NAL0006328467001) for Augusta Country Club 401(K) Plan, reported by Augusta Country Club under EIN 58-0148720 and plan number 003. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210121934NAL0006328467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Augusta Country Club
- EIN
- 58-0148720
- Plan number
- 003
- Location
- Augusta, GA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,191,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,191,449
- Employer contributions
- $162,141
- Participant contributions
- $294,979
- Total income / additions
- $1,226,245
- Benefits paid
- $191,562
- Administrative expenses
- $39,767
- Total expenses
- $231,329
- Net increase / (decrease)
- $994,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $19,637 | $0 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $18,408 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $900 | $4,602 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $822 | not reported in the loaded dataset |