Plan5500

Apple Grove, WV Form 5500 retirement and benefit plan filings

City Form 5500 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, Apple Grove, WV has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,787,552 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Apple Grove

  • 1 loaded plans hold $5.8M in reported assets across 1 sponsors.
  • The largest, Apg Polytech Savings Plan For Bargaining Unit Employees, holds 100% of reported Apple Grove plan assets.
  • Plans cover 132 participants — about 132 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.8MSummed across loaded plans$5,787,552
Total reported assets$5.8M$5,787,552
Total reported participants132
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.8M total assets
Net assets$5.8MLiabilities$0
Contributions & income
Employer contributions$233K
Participant contributions$580.4K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$290.4K
Total expenses$295.4K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Apple Grove, WV plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Apple Grove market comparison

Largest plan share of assets100%Apg Polytech Savings Plan For Bargaining Unit Employees
Participants per plan132Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Apple Grove

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Apg Polytech Savings Plan For Bargaining Unit Employees$5.8M
    Apg Polytech, LLC · 2023

Largest plans in Apple Grove → · Apple Grove plans by participants → · Apple Grove plans with financial data → · Apple Grove plans with provider compensation → · $1B+ plans in Apple Grove →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Apple Grove, WV?
1 plan(s) reported by 1 sponsor(s) are loaded for Apple Grove, WV.

Related Form 5500 pages