2023 Form 5500 filing — Herb Apotheker Invvestment Plan

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 20240726191654NAL0009323123001) for Herb Apotheker Invvestment Plan, reported by Herb Apotheker, Inc. under EIN 84-2615813 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.3KReported net assets$8,280
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726191654NAL0009323123001
Plan sponsor
Herb Apotheker, Inc.
EIN
84-2615813
Plan number
001
Location
Tarpon Springs, FL
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.3K total assets
Net assets$8.3KLiabilities
Money in vs. money out
Total income / additions-$85K
Total expenses$27
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$8,280
Net assets (EOY)
$8,280
Total income / additions
-$84,964
Total expenses
$27
Net increase / (decrease)
-$84,991

Related Form 5500 pages