Aegis Medical Group 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Aeigis Medical Group)
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, Aegis Medical Group 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Aeigis Medical Group under EIN 46-4793194 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $9,163 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aeigis Medical Group
- EIN
- 46-4793194
- Plan number
- 001
- Plan type
- 2
- Location
- Leesburg, FL
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $9,163
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20240926113202NAL0000691889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,163
- Net assets (BOY)
- $2,350,784
Income & contributions
- Employer contributions
- $319,755
- Participant contributions
- $596,109
- Total contributions
- $1,156,375
- Total income / additions
- $1,493,052
Expenses & distributions
- Benefits paid
- $259,541
- Administrative expenses
- $19,822
- Total expenses
- $279,363
- Net increase / (decrease)
- $1,213,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kovack Advisors, Inc. | ADVISOR | $9,694 | $0 | 2023 |
| Paychex, Inc. | RECORDKEEPER | $9,478 | $0 | 2023 |