2023 Form 5500 filing — Acerta Consulting Retirement 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 20240624124112NAL0012909490001) for Acerta Consulting Retirement Plan, reported by Acerta Consulting, LLC under EIN 66-0983861 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.4KReported net assets$32,441
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240624124112NAL0012909490001
Plan sponsor
Acerta Consulting, LLC
EIN
66-0983861
Plan number
001
Location
Guaynabo, PR
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)$32.4K total assets
Net assets$32.4KLiabilities
Money in vs. money out
Total income / additions$18.6K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$15K
Full reported line items
Total assets (EOY)
$32,441
Net assets (EOY)
$32,441
Participant contributions
$15,000
Total income / additions
$18,587
Total expenses
$0
Net increase / (decrease)
$18,587

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240624124112NAL0012909490001 cover?
It is the 2023 Form 5500 filing for Acerta Consulting Retirement Plan, reported by Acerta Consulting, LLC (EIN 66-0983861).
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