Plan5500

2023 Form 5500 filing — Apax Partners Us, LLC 401(K) Retirement 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 20241015100119NAL0029197905001) for Apax Partners Us, LLC 401(K) Retirement Plan, reported by Apax Partners Us, LLC under EIN 20-2520354 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015100119NAL0029197905001
Filing year
2023
Form type
2
Plan sponsor
Apax Partners Us, LLC
EIN
20-2520354
Plan number
001
Location
New York, NY
Participants
223
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$51,792,437
Total liabilities (EOY)
$0
Net assets (EOY)
$51,792,437
Employer contributions
$2,047,089
Participant contributions
$1,898,174
Total income / additions
$12,531,337
Benefits paid
$1,028,765
Administrative expenses
$66,889
Total expenses
$1,095,654
Net increase / (decrease)
$11,435,683
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan StanleyINVESTMENT ADVISOR$28,344not reported in the loaded dataset
Empower Life & Annuity Insurance CoRECORDKEEPER$11,990$0
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$9,749not reported in the loaded dataset
First Republic Investment ManagemenINVESTMENT ADVISOR$9,079not reported in the loaded dataset
The Benefit PracticeCONTRACT ADMINISTRATOR$6,000not reported in the loaded dataset
Jp Morgan Broker-Dealer Holding IncOTHER$1,726not reported in the loaded dataset

Related Form 5500 pages