2023 Form 5500 filing — Apco Worldwide LLC 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 20241014204407NAL0013832035001) for Apco Worldwide LLC 401(K) Plan, reported by Apco Worldwide LLC under EIN 13-3627625 and plan number 001. It reports 554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$43.8MReported net assets$43,818,851
Participants554
Provider compensation$126.6K2 Schedule C row(s)$126,596
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014204407NAL0013832035001
Plan sponsor
Apco Worldwide LLC
EIN
13-3627625
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
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)$43.8M total assets
Net assets$43.8MLiabilities$0
Money in vs. money out
Total income / additions$12.7M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1M
Participant$4.3M
Full reported line items
Total assets (EOY)
$43,818,851
Total liabilities (EOY)
$0
Net assets (EOY)
$43,818,851
Employer contributions
$1,042,293
Participant contributions
$4,251,694
Total income / additions
$12,658,070
Benefits paid
$3,254,061
Administrative expenses
$126,471
Total expenses
$3,380,532
Net increase / (decrease)
$9,277,538

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wilmington Trust Fiduciary ServicesADVISOR$92,290not reported in the loaded dataset
Newport Group, Inc.RECORDKEEPER$34,306$0

Related Form 5500 pages