2023 Form 5500 filing — Apalachee Center, Inc. Retirement 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 20250414130518NAL0001714225001) for Apalachee Center, Inc. Retirement Plan, reported by Apalachee Center, Inc. under EIN 59-1162148 and plan number 002. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414130518NAL0001714225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apalachee Center, Inc.
- EIN
- 59-1162148
- Plan number
- 002
- Location
- Tallahassee, FL
- Participants
- 524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,103,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,103,426
- Employer contributions
- $872,161
- Total income / additions
- $2,379,205
- Benefits paid
- $832,750
- Administrative expenses
- $109,266
- Total expenses
- $942,016
- Net increase / (decrease)
- $1,437,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $41,524 | $0 |
| One Digital Investment Advisors | NONE | $40,376 | not reported in the loaded dataset |
| Resources Investment Advisors Co. | NONE | $21,256 | not reported in the loaded dataset |
| Next Capital Group, Inc. | NONE | $6,110 | not reported in the loaded dataset |