2023 Form 5500 filing — Apoyo Financiero, Inc. 401(K) Profit Sharing Plan And Trust
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 20241007125708NAL0007586691001) for Apoyo Financiero, Inc. 401(K) Profit Sharing Plan And Trust, reported by Apoyo Financiero, Inc. under EIN 20-5579499 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007125708NAL0007586691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apoyo Financiero, Inc.
- EIN
- 20-5579499
- Plan number
- 001
- Location
- Concord, CA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $820,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $820,383
- Participant contributions
- $97,840
- Total income / additions
- $235,268
- Benefits paid
- $52,005
- Administrative expenses
- $20,671
- Total expenses
- $75,046
- Net increase / (decrease)
- $160,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $14,870 | not reported in the loaded dataset |
| Kestra Financial | INVESTMENT ADVISOR | $3,676 | not reported in the loaded dataset |
| Professional Benefit Services | CONTRACT ADMIN | $2,125 | not reported in the loaded dataset |