2023 Form 5500 filing — Attain Consulting Group LLC

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 20241008091624NAL0017335601001) for Attain Consulting Group LLC, reported by Attain Consulting Group LLC under EIN 85-0709432 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$38.3MReported net assets$38,293,017

Participants733

Provider compensation$136.9K2 Schedule C row(s)$136,858

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008091624NAL0017335601001
Plan sponsor: Attain Consulting Group LLC
EIN: 85-0709432
Plan number: 001
Location: Mclean, VA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$38.3M total assets

Net assets$38.3MLiabilities$0

Money in vs. money out

Total income / additions$10.6M

Total expenses$3.9M

Benefits paid / distributions$3.7M

Contributions

Employer$1.3M

Participant$2.9M

Full reported line items

Total assets (EOY): $38,293,017
Total liabilities (EOY): $0
Net assets (EOY): $38,293,017
Employer contributions: $1,333,236
Participant contributions: $2,910,967
Total income / additions: $10,565,195
Benefits paid: $3,707,259
Administrative expenses: $136,858
Total expenses: $3,858,372
Net increase / (decrease): $6,706,823

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$77K
RECORDKEEPER · Direct $77K · Indirect $0
2
Kestra Investment Services LLC$59.8K
ADVISOR · Direct $59.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008091624NAL0017335601001 cover?: It is the 2023 Form 5500 filing for Attain Consulting Group LLC, reported by Attain Consulting Group LLC (EIN 85-0709432).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).