2023 Form 5500 filing — Aquity Solutions, LLC 401(K) 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 20241006103530NAL0006953203001) for Aquity Solutions, LLC 401(K) Plan, reported by Aquity Solutions, LLC under EIN 83-2898085 and plan number 002. It reports 2,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006103530NAL0006953203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aquity Solutions, LLC
- EIN
- 83-2898085
- Plan number
- 002
- Location
- Raleigh, NC
- Participants
- 2,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,743,673
- Total liabilities (EOY)
- $95,535
- Net assets (EOY)
- $58,648,138
- Employer contributions
- $0
- Participant contributions
- $2,829,572
- Total income / additions
- $13,762,607
- Benefits paid
- $6,895,327
- Administrative expenses
- $346,352
- Total expenses
- $7,241,679
- Net increase / (decrease)
- $6,520,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $218,240 | $0 |
| Captrust | CONSULTANT | $114,112 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | CONSULTANT | $14,000 | not reported in the loaded dataset |