2023 Form 5500 filing — Aprio Employees 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 20241015101548NAL0056962706001) for Aprio Employees Retirement Plan, reported by Aprio Holdings LLC under EIN 58-2487348 and plan number 005. It reports 1,750 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)$174.8MReported net assets$174,836,026
Participants1.8K1,750
Provider compensation$169.3K2 Schedule C row(s)$169,302
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015101548NAL0056962706001
- Plan sponsor
- Aprio Holdings LLC
- EIN
- 58-2487348
- Plan number
- 005
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
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)$174.8M total assets
Net assets$174.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $174,836,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $174,836,026
- Employer contributions
- $8,302,015
- Participant contributions
- $15,201,907
- Total income / additions
- $77,343,459
- Benefits paid
- $12,817,670
- Administrative expenses
- $169,302
- Total expenses
- $12,997,178
- Net increase / (decrease)
- $64,346,281
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $120,316 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $48,986 | not reported in the loaded dataset |