2023 Form 5500 filing — Api Heat Transfer Inc. 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 20240916080654NAL0003208722001) for Api Heat Transfer Inc. 401(K) Plan, reported by Api Heat Transfer Inc. under EIN 16-1510301 and plan number 004. It reports 933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916080654NAL0003208722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Api Heat Transfer Inc.
- EIN
- 16-1510301
- Plan number
- 004
- Location
- Buffalo, NY
- Participants
- 933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,944,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,944,342
- Employer contributions
- $953,572
- Participant contributions
- $3,118,133
- Total income / additions
- $12,387,481
- Benefits paid
- $9,512,747
- Administrative expenses
- $12,051
- Total expenses
- $9,524,798
- Net increase / (decrease)
- $2,862,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | ADVISOR | $39,000 | not reported in the loaded dataset |
| Lockton Investment Advisors | ADVISOR | $13,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$39,949 | $0 |