2023 Form 5500 filing — Apfs 401(K) 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 20240916080024NAL0001252033001) for Apfs 401(K) Plan, reported by Apfs LLC under EIN 20-4714798 and plan number 001. It reports 7,224 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)$159MReported net assets$158,959,605
Participants7.2K7,224
Provider compensation$348.4K2 Schedule C row(s)$348,445
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916080024NAL0001252033001
Plan sponsor
Apfs LLC
EIN
20-4714798
Plan number
001
Location
Chicago, IL
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.

Reported balance (end of year)$159M total assets
Net assets$159MLiabilities$0
Money in vs. money out
Total income / additions$58.5M
Total expenses$14.8M
Benefits paid / distributions$14.4M
Contributions
Employer$8M
Participant$22.1M
Full reported line items
Total assets (EOY)
$158,959,605
Total liabilities (EOY)
$0
Net assets (EOY)
$158,959,605
Employer contributions
$7,990,677
Participant contributions
$22,136,274
Total income / additions
$58,544,045
Benefits paid
$14,410,747
Administrative expenses
$348,327
Total expenses
$14,784,349
Net increase / (decrease)
$43,759,696
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $261.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $86.7K · Indirect $118

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916080024NAL0001252033001 cover?
It is the 2023 Form 5500 filing for Apfs 401(K) Plan, reported by Apfs LLC (EIN 20-4714798).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages