Aegsi Holdings LLC 401(K) Plan — Form 5500 plan (Aegsi Holdings LLC)
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, Aegsi Holdings LLC 401(K) Plan is a benefit plan reported by Aegsi Holdings LLC under EIN 26-4042176 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $11,185,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aegsi Holdings LLC
- EIN
- 26-4042176
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $11,185,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20240729094715NAL0019200641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,185,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,185,509
- Net assets (BOY)
- $9,326,085
Income & contributions
- Employer contributions
- $235,139
- Participant contributions
- $693,499
- Total contributions
- $928,638
- Total income / additions
- $2,354,019
Expenses & distributions
- Benefits paid
- $432,782
- Administrative expenses
- $50,389
- Total expenses
- $494,595
- Net increase / (decrease)
- $1,859,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $24,551 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,708 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,130 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aegsi Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Alliant Insurance Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation