2023 Form 5500 filing — Apple 401(K) Savings 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 20241014080536NAL0051505570001) for Apple 401(K) Savings Plan, reported by Tandem Management Company, LLC under EIN 22-3577393 and plan number 001. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080536NAL0051505570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tandem Management Company, LLC
- EIN
- 22-3577393
- Plan number
- 001
- Location
- Hackensack, NJ
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,258,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,258,655
- Employer contributions
- $850
- Participant contributions
- $118,699
- Total income / additions
- $1,979,613
- Benefits paid
- $2,880,102
- Administrative expenses
- $26,806
- Total expenses
- $2,906,958
- Net increase / (decrease)
- -$927,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $12,460 | not reported in the loaded dataset |
| Cetera Investment Advisors LLC | ADVISOR | $9,820 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,234 | $0 |