2023 Form 5500 filing — Applied Consultants, Inc. 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 20241015144309NAL0016653859001) for Applied Consultants, Inc. 401(K) Plan, reported by Applied Consultants, Inc. under EIN 75-2383869 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144309NAL0016653859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applied Consultants, Inc.
- EIN
- 75-2383869
- Plan number
- 001
- Location
- Longview, TX
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,154,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,154,511
- Employer contributions
- $666,518
- Participant contributions
- $1,510,026
- Total income / additions
- $4,903,073
- Benefits paid
- $1,195,093
- Administrative expenses
- $41,579
- Total expenses
- $1,236,672
- Net increase / (decrease)
- $3,666,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $36,605 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $4,974 | not reported in the loaded dataset |