2023 Form 5500 filing — The Act 1 Group Of Companies 401(K) Plan For Specialty Associates

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 20241216181555NAL0001421105001) for The Act 1 Group Of Companies 401(K) Plan For Specialty Associates, reported by Appleone, Inc. under EIN 95-2580864 and plan number 005. It reports 1,043 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)$5.5MReported net assets$5,453,908
Participants1K1,043
Provider compensation$253.6K4 Schedule C row(s)$253,648
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241216181555NAL0001421105001
Plan sponsor
Appleone, Inc.
EIN
95-2580864
Plan number
005
Location
Glendale, CA
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$967K
Total expenses$478.1K
Benefits paid / distributions$455.2K
Contributions
Employer$0
Participant$162.3K
Full reported line items
Total assets (EOY)
$5,453,908
Total liabilities (EOY)
$0
Net assets (EOY)
$5,453,908
Employer contributions
$0
Participant contributions
$162,336
Total income / additions
$966,988
Benefits paid
$455,173
Administrative expenses
$22,892
Total expenses
$478,065
Net increase / (decrease)
$488,923
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $228.5K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $14.2K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $8.7K
  4. 4
    INVESTMENT ADVISOR · Direct $2.3K

Related Form 5500 pages