Plan5500

2023 Form 5500 filing — Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(K) Profit Sharing 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 20250404083734NAL0006712835001) for Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(K) Profit Sharing Plan, reported by Augusta Orthopedic & Sports Medicine Specialists, P.C. under EIN 58-1327528 and plan number 002. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250404083734NAL0006712835001
Filing year
2023
Form type
2
Plan sponsor
Augusta Orthopedic & Sports Medicine Specialists, P.C.
EIN
58-1327528
Plan number
002
Location
Augusta, GA
Participants
149
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,283,416
Total liabilities (EOY)
$0
Net assets (EOY)
$13,283,416
Employer contributions
$1,185,990
Participant contributions
$216,174
Total income / additions
$3,220,392
Benefits paid
$45,089
Administrative expenses
$90,959
Total expenses
$136,048
Net increase / (decrease)
$3,084,344
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Apollon Wealth ManagementADVISOR$29,019not reported in the loaded dataset
The Mahurin GroupADVISOR$15,984not reported in the loaded dataset
John Hancock Life InsuranceRECORDKEEPER$15,146$0
Jacqueline ListerADVISOR$15,057not reported in the loaded dataset
Strategic Financial ManagementADVISOR$12,468not reported in the loaded dataset
Firethorn Wealth PartnersADVISOR$3,285not reported in the loaded dataset

Related Form 5500 pages