Plan5500

A-P-T Research, Inc — 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, A-P-T Research, Inc (EIN 63-1026951) is a plan sponsor located in Huntsville, AL with 1 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
63-1026951
Location
Huntsville, AL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for A-P-T Research, Inc

  • 3 loaded plans hold $50.1M in reported assets.
  • The largest, A-P-T Research, Inc. 401(K) Plan, holds 57% of this company's reported plan assets.
  • Plans cover 568 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$50.1MSummed across loaded plans$50,080,396
Total reported assets$50.1M$50,080,396
Total reported participants568
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$50.1M total assets
Net assets$50.1MLiabilities$0
Contributions & income
Employer contributions$876.6K
Participant contributions$1.5M
Total income / additions$14.2M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.4M
Net increase / (decrease)$9.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets57%A-P-T Research, Inc. 401(K) Plan
Participants per plan189Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    A-P-T Research, Inc. 401(K) Plan$28.8M
    Plan #001 · 231 participants · 2023
  2. 2
    Apt Employee Stock Ownership Plan$21.3M
    Plan #002 · 212 participants · 2023
  3. 3
    A-P-T Research, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #503 · 125 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for A-P-T Research, Inc. Open one for its full reported snapshot.

  1. 2023
    A-P-T Research, Inc. Employee Benefits Plan125 participants · 2No schedules
    View filing →
  2. 2023
    A-P-T Research, Inc. 401(K) Plan231 participants · 2Sch H
    View filing →
  3. 2023
    Apt Employee Stock Ownership Plan212 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does A-P-T Research, Inc report on Form 5500?
A-P-T Research, Inc (EIN 63-1026951) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for A-P-T Research, Inc?
The Employer Identification Number (EIN) reported for A-P-T Research, Inc is 63-1026951.
What is the latest Form 5500 filing year for A-P-T Research, Inc?
The latest loaded Form 5500 filing year for A-P-T Research, Inc is 2023.

Related Form 5500 pages