2023 Form 5500 filing — Acquis Consulting Group, LLC 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 20241014043538NAL0026623905001) for Acquis Consulting Group, LLC Retirement Plan, reported by Acquis Consulting Group, LLC under EIN 13-3990791 and plan number 002. It reports 136 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)$19.8MReported net assets$19,819,333

Participants136

Provider compensation$103.8K2 Schedule C row(s)$103,782

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014043538NAL0026623905001
Plan sponsor: Acquis Consulting Group, LLC
EIN: 13-3990791
Plan number: 002
Location: New York, NY
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)$19.8M total assets

Net assets$19.8MLiabilities—

Money in vs. money out

Total income / additions$5.4M

Total expenses$616K

Benefits paid / distributions$512.2K

Contributions

Employer$523K

Participant$1.8M

Full reported line items

Total assets (EOY): $19,819,333
Net assets (EOY): $19,819,333
Employer contributions: $522,967
Participant contributions: $1,757,972
Total income / additions: $5,436,690
Benefits paid: $512,176
Administrative expenses: $103,782
Total expenses: $615,958
Net increase / (decrease): $4,820,732

Schedule C

Reported service provider compensation

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

1
Merrill Lynch$59.3K
ADVISORY · Direct $59.3K
2
Transamerica Financial Life Ins. Co$44.5K
RECORDKEEPER · Direct $44.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014043538NAL0026623905001 cover?: It is the 2023 Form 5500 filing for Acquis Consulting Group, LLC Retirement Plan, reported by Acquis Consulting Group, LLC (EIN 13-3990791).
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).