2023 Form 5500 filing — Aga 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 20250317113519NAL0001632241001) for Aga 401(K) Plan, reported by Atlanta Gastroenterology Associates under EIN 58-2238919 and plan number 001. It reports 1,354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317113519NAL0001632241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlanta Gastroenterology Associates
- EIN
- 58-2238919
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 1,354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,867,971
- Total liabilities (EOY)
- $6,041
- Net assets (EOY)
- $76,861,930
- Employer contributions
- $3,139,561
- Participant contributions
- $5,733,018
- Total income / additions
- $19,834,357
- Benefits paid
- $1,643,534
- Administrative expenses
- $9,359
- Total expenses
- $1,652,893
- Net increase / (decrease)
- $18,181,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Monterey Financial Partners Inc | INVESTMENT ADVISOR | $64,894 | not reported in the loaded dataset |
| Ascensus Holdings Inc | CONTRACT ADMIN | $18,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,713 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,645 | not reported in the loaded dataset |