2023 Form 5500 filing — The Advanced Group Of Companies Employee Savings And 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 20241014093345NAL0052945330001) for The Advanced Group Of Companies Employee Savings And Retirement Plan, reported by The Advanced Group Of Companies under EIN 36-3541725 and plan number 001. It reports 2,608 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)$74MReported net assets$73,994,375
Participants2.6K2,608
Provider compensation$183.5K3 Schedule C row(s)$183,509
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014093345NAL0052945330001
Plan sponsor
The Advanced Group Of Companies
EIN
36-3541725
Plan number
001
Location
Chicago, IL
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)$74M total assets
Net assets$74MLiabilities$0
Money in vs. money out
Total income / additions$26M
Total expenses$8.5M
Benefits paid / distributions$8.3M
Contributions
Employer$3M
Participant$9.1M
Full reported line items
Total assets (EOY)
$73,994,375
Total liabilities (EOY)
$0
Net assets (EOY)
$73,994,375
Employer contributions
$3,031,987
Participant contributions
$9,055,822
Total income / additions
$25,968,027
Benefits paid
$8,318,363
Administrative expenses
$180,729
Total expenses
$8,499,092
Net increase / (decrease)
$17,468,935
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $148.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $35K · Indirect $40
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014093345NAL0052945330001 cover?
It is the 2023 Form 5500 filing for The Advanced Group Of Companies Employee Savings And Retirement Plan, reported by The Advanced Group Of Companies (EIN 36-3541725).
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).

Related Form 5500 pages