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 20241218154708NAL0002438947001) 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 167 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
Participants167
Provider compensation$253.6K4 Schedule C row(s)$253,648
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241218154708NAL0002438947001
- 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
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
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $228,462 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,206 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $8,686 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $2,294 | not reported in the loaded dataset |