2023 Form 5500 filing — Aria Group Architects, Inc. 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 20241009115813NAL0010579651001) for Aria Group Architects, Inc. Retirement Plan, reported by Aria Group Architects, Inc. under EIN 36-3630744 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115813NAL0010579651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aria Group Architects, Inc.
- EIN
- 36-3630744
- Plan number
- 001
- Location
- Oak Park, IL
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,374,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,374,353
- Employer contributions
- $302,416
- Participant contributions
- $771,388
- Total income / additions
- $3,376,250
- Benefits paid
- $408,455
- Administrative expenses
- $54,230
- Total expenses
- $462,685
- Net increase / (decrease)
- $2,913,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Faircourt Partners LLC | ADVISOR | $32,784 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,446 | $0 |