2023 Form 5500 filing — Apriva, LLC 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 20250124152952NAL0007819441001) for Apriva, LLC 401(K) Plan, reported by Apriva, LLC under EIN 86-0970898 and plan number 002. It reports 164 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)$9.5MReported net assets$9,491,106

Participants164

Provider compensation$9691 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250124152952NAL0007819441001
Plan sponsor: Apriva, LLC
EIN: 86-0970898
Plan number: 002
Location: Phoenix, AZ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$9.5M total assets

Net assets$9.5MLiabilities$0

Money in vs. money out

Total income / additions$2.7M

Total expenses$859K

Benefits paid / distributions$850.3K

Contributions

Employer$188

Participant$861.3K

Full reported line items

Total assets (EOY): $9,491,106
Total liabilities (EOY): $0
Net assets (EOY): $9,491,106
Employer contributions: $188
Participant contributions: $861,322
Total income / additions: $2,692,156
Benefits paid: $850,329
Administrative expenses: $2,501
Total expenses: $858,956
Net increase / (decrease): $1,833,200

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$969
RECORDKEEPER · Direct $969 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250124152952NAL0007819441001 cover?: It is the 2023 Form 5500 filing for Apriva, LLC 401(K) Plan, reported by Apriva, LLC (EIN 86-0970898).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).