2023 Form 5500 filing — Apmex 401(K) And Profit Sharing 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 20240912153604NAL0004542147001) for Apmex 401(K) And Profit Sharing Plan, reported by Apmex LLC under EIN 73-1604020 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.4MReported net assets$18,445,208
Participants351
Provider compensation$19.7K1 Schedule C row(s)$19,693
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912153604NAL0004542147001
Plan sponsor
Apmex LLC
EIN
73-1604020
Plan number
001
Location
Oklahoma City, OK
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$18.4M total assets
Net assets$18.4MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$792.5K
Participant$1.5M
Full reported line items
Total assets (EOY)
$18,445,208
Total liabilities (EOY)
$0
Net assets (EOY)
$18,445,208
Employer contributions
$792,495
Participant contributions
$1,461,396
Total income / additions
$4,975,927
Benefits paid
$1,089,158
Administrative expenses
$21,190
Total expenses
$1,110,348
Net increase / (decrease)
$3,865,579

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Allen, Gibbs, Houlik, L.C.RECORDKEEPER$19,693not reported in the loaded dataset

Related Form 5500 pages