2023 Form 5500 filing — Apex Plumbing, Inc. Employee Stock Ownership 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 20240910143354NAL0003571075001) for Apex Plumbing, Inc. Employee Stock Ownership Plan, reported by Apex Plumbing, Inc. under EIN 84-1298937 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$1.5MReported net assets-$1,496,067
Participants32
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240910143354NAL0003571075001
Plan sponsor
Apex Plumbing, Inc.
EIN
84-1298937
Plan number
001
Location
Arvada, CO
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2M total assets
Net assets-$1.5MLiabilities$3.5M
Money in vs. money out
Total income / additions$852.5K
Total expenses$94K
Benefits paid / distributionsNot reported
Contributions
Employer$238.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,044,006
Total liabilities (EOY)
$3,540,073
Net assets (EOY)
-$1,496,067
Employer contributions
$238,516
Total income / additions
$852,516
Total expenses
$93,983
Net increase / (decrease)
$758,533

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910143354NAL0003571075001 cover?
It is the 2023 Form 5500 filing for Apex Plumbing, Inc. Employee Stock Ownership Plan, reported by Apex Plumbing, Inc. (EIN 84-1298937).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages