2023 Form 5500 filing — Appdirect 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 20241015161113NAL0030295697001) for Appdirect 401(K) Plan, reported by Appdirect under EIN 27-0610966 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161113NAL0030295697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appdirect
- EIN
- 27-0610966
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,703,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,703,946
- Employer contributions
- $915,034
- Participant contributions
- $2,277,002
- Total income / additions
- $7,040,071
- Benefits paid
- $2,606,667
- Administrative expenses
- $77,772
- Total expenses
- $2,684,439
- Net increase / (decrease)
- $4,355,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silicon Valley Retirement Services | NONE | $52,267 | not reported in the loaded dataset |
| Riversedge Adv Ret Solutions, LLC | NONE | $15,681 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | NONE | $9,824 | not reported in the loaded dataset |