2023 Form 5500 filing — Apple 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 20241011101049NAL0010800659001) for Apple 401(K) Plan, reported by Apple Inc. under EIN 94-2404110 and plan number 001. It reports 147,753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101049NAL0010800659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apple Inc.
- EIN
- 94-2404110
- Plan number
- 001
- Location
- Cupertino, CA
- Participants
- 147,753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,779,511,539
- Total liabilities (EOY)
- $1,180,559
- Net assets (EOY)
- $19,778,330,980
- Employer contributions
- $679,521,343
- Participant contributions
- $1,338,174,086
- Total income / additions
- $5,408,783,071
- Benefits paid
- $613,462,517
- Administrative expenses
- $9,670,850
- Total expenses
- $623,802,748
- Net increase / (decrease)
- $4,784,980,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $3,222,254 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $2,691,810 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $2,281,292 | not reported in the loaded dataset |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $1,275,043 | not reported in the loaded dataset |
| Mariner LLC | NONE | $71,316 | not reported in the loaded dataset |
| Great West Trust Company LLC | NONE | $63,461 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $63,410 | $0 |
| Twin Peaks Wealth Advisors LLC | NONE | $61,421 | not reported in the loaded dataset |
| Golden State Equity Partners L | NONE | $57,226 | not reported in the loaded dataset |
| Fisher Investments | NONE | $55,231 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $34,465 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $33,648 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $27,600 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $19,325 | not reported in the loaded dataset |
| Silicon Valley Wealth Advisors | NONE | $18,334 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $15,234 | not reported in the loaded dataset |
| Consilium Wealth Management Ll | NONE | $13,913 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $12,987 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | NONE | $12,015 | not reported in the loaded dataset |
| Merit Financial Advisors | NONE | $11,429 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $9,904 | not reported in the loaded dataset |
| Empirical Financial Services L | NONE | $8,038 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $7,614 | not reported in the loaded dataset |
| Wade Financial Advisory Inc | NONE | $7,570 | not reported in the loaded dataset |
| Ironwood Wealth Management LLC | NONE | $7,189 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | NONE | $6,619 | not reported in the loaded dataset |
| Rhs Financial LLC | NONE | $6,602 | not reported in the loaded dataset |
| Ep Wealth Advisors LLC | NONE | $6,573 | not reported in the loaded dataset |
| Abound Wealth Management LLC | NONE | $6,274 | not reported in the loaded dataset |
| Main Street Research LLC | NONE | $5,687 | not reported in the loaded dataset |
| Connectus Wealth LLC | NONE | $5,642 | not reported in the loaded dataset |
| Summitry LLC | NONE | $5,457 | not reported in the loaded dataset |
| Eclectic Associates Inc | NONE | $5,374 | not reported in the loaded dataset |
| Opes Wealth Management LLC | NONE | $5,109 | not reported in the loaded dataset |
| Dwm Financial Group Inc | NONE | $5,007 | not reported in the loaded dataset |