2023 Form 5500 filing — Appolo Heating, Inc. 401(K) Profit Sharing 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 20241011100211NAL0010792163001) for Appolo Heating, Inc. 401(K) Profit Sharing Plan, reported by Appolo Heating, Inc. under EIN 20-4369056 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100211NAL0010792163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appolo Heating, Inc.
- EIN
- 20-4369056
- Plan number
- 002
- Location
- Schenectady, NY
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,977,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,977,074
- Employer contributions
- $86,381
- Participant contributions
- $230,209
- Total income / additions
- $981,625
- Benefits paid
- $1,201,642
- Administrative expenses
- $6,326
- Total expenses
- $1,217,881
- Net increase / (decrease)
- -$236,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $25,145 | $0 |
| Tycor Benefit Administrators, Inc. | NONE | $3,840 | $0 |
| Kestra Investment Services | NONE | $0 | $0 |