2023 Form 5500 filing — Aquinas Consulting, LLC And Affiliated Companies, 401k 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 20240604140448NAL0040318626001) for Aquinas Consulting, LLC And Affiliated Companies, 401k Plan, reported by Aquinas Consulting, LLC under EIN 06-1588924 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,376,739
Participants194
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240604140448NAL0040318626001
Plan sponsor
Aquinas Consulting, LLC
EIN
06-1588924
Plan number
001
Location
Milford, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$734.6K
Benefits paid / distributions$713.6K
Contributions
Employer$153.4K
Participant$627.9K
Full reported line items
Total assets (EOY)
$6,376,739
Total liabilities (EOY)
$0
Net assets (EOY)
$6,376,739
Employer contributions
$153,443
Participant contributions
$627,939
Total income / additions
$2,064,700
Benefits paid
$713,561
Administrative expenses
$21,072
Total expenses
$734,633
Net increase / (decrease)
$1,330,067

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240604140448NAL0040318626001 cover?
It is the 2023 Form 5500 filing for Aquinas Consulting, LLC And Affiliated Companies, 401k Plan, reported by Aquinas Consulting, LLC (EIN 06-1588924).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages