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, Aprio Employees Retirement Plan is a benefit plan reported by Aprio Holdings LLC under EIN 58-2487348 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,750 participants and $174,836,026 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $174,836,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $174,836,026
- Net assets (BOY)
- $110,489,745
Income & contributions
- Employer contributions
- $8,302,015
- Participant contributions
- $15,201,907
- Total contributions
- $55,986,523
- Total income / additions
- $77,343,459
Expenses & distributions
- Benefits paid
- $12,817,670
- Administrative expenses
- $169,302
- Total expenses
- $12,997,178
- Net increase / (decrease)
- $64,346,281