Plan5500

Aquity Solutions, LLC 401(K) Plan — Form 5500 plan (Aquity Solutions, LLC)

Plain-English plan 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, Aquity Solutions, LLC 401(K) Plan is a benefit plan reported by Aquity Solutions, LLC under EIN 83-2898085 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,837 participants and $58,743,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aquity Solutions, LLC
EIN
83-2898085
Plan number
002
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
2,837
End-of-year plan assets
$58,743,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,837H, C20241006103530NAL0006953203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,743,673
Total liabilities (EOY)
$95,535
Net assets (EOY)
$58,648,138
Net assets (BOY)
$52,127,210

Income & contributions

Employer contributions
$0
Participant contributions
$2,829,572
Total contributions
$3,988,670
Total income / additions
$13,762,607

Expenses & distributions

Benefits paid
$6,895,327
Administrative expenses
$346,352
Total expenses
$7,241,679
Net increase / (decrease)
$6,520,928

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$218,240$02023
CaptrustCONSULTANT$114,112not reported in the loaded dataset2023
Baker Tilly Us, LlpCONSULTANT$14,000not reported in the loaded dataset2023

Related Form 5500 pages