Augustine Consulting, Inc. 401(K) Plan & Trust — Form 5500 plan (Augustine Consulting, 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, Augustine Consulting, Inc. 401(K) Plan & Trust is a benefit plan reported by Augustine Consulting, Inc. under EIN 26-0527923 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $15,838,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Augustine Consulting, Inc.
- EIN
- 26-0527923
- Plan number
- 001
- Plan type
- 2
- Location
- Hamilton, NJ
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $15,838,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241011182933NAL0012855123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,838,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,838,999
- Net assets (BOY)
- $11,914,781
Income & contributions
- Employer contributions
- $613,633
- Participant contributions
- $1,483,152
- Total contributions
- $3,086,016
- Total income / additions
- $5,103,716
Expenses & distributions
- Benefits paid
- $1,101,246
- Administrative expenses
- $72,489
- Total expenses
- $1,179,498
- Net increase / (decrease)
- $3,924,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $28,261 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,459 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,769 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Augustine Consulting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hamilton, NJ
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation