2023 Form 5500 filing — Aptara, 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 20241001142922NAL0007287665001) for Aptara, Inc. 401(K) Plan, reported by Aptara Inc. under EIN 54-1596745 and plan number 001. It reports 215 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)$11.2MReported net assets$11,233,935

Participants215

Provider compensation$48.2K2 Schedule C row(s)$48,189

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001142922NAL0007287665001
Plan sponsor: Aptara Inc.
EIN: 54-1596745
Plan number: 001
Location: Chantilly, VA
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)$11.2M total assets

Net assets$11.2MLiabilities$0

Money in vs. money out

Total income / additions$2.5M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$71.4K

Participant$774.9K

Full reported line items

Total assets (EOY): $11,233,935
Total liabilities (EOY): $0
Net assets (EOY): $11,233,935
Employer contributions: $71,379
Participant contributions: $774,903
Total income / additions: $2,515,271
Benefits paid: $1,204,206
Administrative expenses: $48,748
Total expenses: $1,252,954
Net increase / (decrease): $1,262,317

Schedule C

Reported service provider compensation

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

1
The Capital Group Inv Advisory$29.9K
ADVISOR · Direct $29.9K
2
Fidelity Investments Institutional$18.3K
RECORDKEEPER · Direct $18.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001142922NAL0007287665001 cover?: It is the 2023 Form 5500 filing for Aptara, Inc. 401(K) Plan, reported by Aptara Inc. (EIN 54-1596745).
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).