Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Augusta Orthopedic & Sports Medicine Specialists, P.C.)
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, Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Augusta Orthopedic & Sports Medicine Specialists, P.C. under EIN 58-1327528 and plan number 002. The latest loaded filing year is 2023. The filing reports 149 participants and $13,283,416 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Augusta Orthopedic & Sports Medicine Specialists, P.C.
- EIN
- 58-1327528
- Plan number
- 002
- Plan type
- 2
- Location
- Augusta, GA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $13,283,416
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20250404083734NAL0006712835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,283,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,283,416
- Net assets (BOY)
- $10,199,072
Income & contributions
- Employer contributions
- $1,185,990
- Participant contributions
- $216,174
- Total contributions
- $1,525,731
- Total income / additions
- $3,220,392
Expenses & distributions
- Benefits paid
- $45,089
- Administrative expenses
- $90,959
- Total expenses
- $136,048
- Net increase / (decrease)
- $3,084,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Apollon Wealth Management | ADVISOR | $29,019 | not reported in the loaded dataset | 2023 |
| The Mahurin Group | ADVISOR | $15,984 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance | RECORDKEEPER | $15,146 | $0 | 2023 |
| Jacqueline Lister | ADVISOR | $15,057 | not reported in the loaded dataset | 2023 |
| Strategic Financial Management | ADVISOR | $12,468 | not reported in the loaded dataset | 2023 |
| Firethorn Wealth Partners | ADVISOR | $3,285 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Augusta Orthopedic & Sports Medicine Specialists, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Augusta, GA
- Apollon Wealth Management — Schedule C compensation
- The Mahurin Group — Schedule C compensation
- John Hancock Life Insurance — Schedule C compensation
- Jacqueline Lister — Schedule C compensation
- Strategic Financial Management — Schedule C compensation
- Firethorn Wealth Partners — Schedule C compensation