2023 Form 5500 filing — American Portfolios Holdings,

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 20240429121311NAL0026787440001) for American Portfolios Holdings,, reported by American Portfolios Holdings, In under EIN 11-3518385 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants144
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240429121311NAL0026787440001
Plan sponsor
American Portfolios Holdings, In
EIN
11-3518385
Plan number
001
Location
Holbrook, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$579.8K
Total expenses$1.5M
Benefits paid / distributions$1.5M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$579,792
Benefits paid
$1,511,625
Administrative expenses
$790
Total expenses
$1,512,903
Net increase / (decrease)
-$933,111

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240429121311NAL0026787440001 cover?
It is the 2023 Form 5500 filing for American Portfolios Holdings,, reported by American Portfolios Holdings, In (EIN 11-3518385).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages