2023 Form 5500 filing — American Portwell Technology, 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 20241010143357NAL0021256913001) for American Portwell Technology, Inc. 401(K) Plan, reported by American Portwell Technology, Inc. under EIN 77-0511706 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.1MReported net assets$25,143,436
Participants156
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010143357NAL0021256913001
Plan sponsor
American Portwell Technology, Inc.
EIN
77-0511706
Plan number
002
Location
Fremont, CA
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)$25.1M total assets
Net assets$25.1MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$353.8K
Participant$1.9M
Full reported line items
Total assets (EOY)
$25,143,436
Total liabilities (EOY)
$0
Net assets (EOY)
$25,143,436
Employer contributions
$353,797
Participant contributions
$1,856,966
Total income / additions
$6,064,141
Benefits paid
$1,951,969
Administrative expenses
$71,150
Total expenses
$2,023,119
Net increase / (decrease)
$4,041,022

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010143357NAL0021256913001 cover?
It is the 2023 Form 5500 filing for American Portwell Technology, Inc. 401(K) Plan, reported by American Portwell Technology, Inc. (EIN 77-0511706).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages