Apttus Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Apttus Corporation (EIN 20-5542615) is a plan sponsor located in Broomfield, CO with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5542615
Location
Broomfield, CO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$86,202,027
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$86,202,027

Contributions & income

Employer contributions
$2,648,866
Participant contributions
$10,457,248
Total income / additions
$28,191,332

Expenses & distributions

Benefits paid / distributions
$8,583,302
Total expenses
$8,626,373
Net increase / (decrease)
$19,564,959

Coverage

Total reported participants
2,055
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Apttus Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Apttus Corporation 401(K) Plan0011,273$86,202,0272023
Apttus Corporation Welfare Benefits Plan501782not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Apttus Corporation
YearPlanParticipantsSchedulesFiling
2023Apttus Corporation Welfare Benefits Plan78220240711222930NAL0026041872001
2023Apttus Corporation 401(K) Plan1,273H, C20241014123956NAL0027293425001

Related Form 5500 pages