2023 Form 5500 filing — Apollo Management Holdings, Lp 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 20241006202658NAL0025983104001) for Apollo Management Holdings, Lp 401(K) Plan, reported by Apollo Management Holdings, Lp under EIN 20-8351069 and plan number 001. It reports 2,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006202658NAL0025983104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apollo Management Holdings, Lp
- EIN
- 20-8351069
- Plan number
- 001
- Location
- Greenwich, CT
- Participants
- 2,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $312,892,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $312,892,657
- Employer contributions
- $6,655,189
- Participant contributions
- $31,174,881
- Total income / additions
- $100,639,233
- Benefits paid
- $14,403,249
- Administrative expenses
- $97,498
- Total expenses
- $14,604,883
- Net increase / (decrease)
- $86,034,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $97,498 | $0 |