2023 Form 5500 filing — Applied Aquatic Employee 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 20250429124010NAL0000300867001) for Applied Aquatic Employee Retirement Plan, reported by Applied Aquatic Management, Inc. under EIN 59-2100923 and plan number 001. It reports 112 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)$5.6MReported net assets$5,646,160
Participants112
Provider compensation$29.5K3 Schedule C row(s)$29,475
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250429124010NAL0000300867001
Plan sponsor
Applied Aquatic Management, Inc.
EIN
59-2100923
Plan number
001
Location
Eagle Lake, FL
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)$5.6M total assets
Net assets$5.6MLiabilities$182
Money in vs. money out
Total income / additions$1.2M
Total expenses$171.3K
Benefits paid / distributions$146.6K
Contributions
Employer$177.5K
Participant$256.6K
Full reported line items
Total assets (EOY)
$5,646,342
Total liabilities (EOY)
$182
Net assets (EOY)
$5,646,160
Employer contributions
$177,471
Participant contributions
$256,611
Total income / additions
$1,200,724
Benefits paid
$146,590
Administrative expenses
$20,359
Total expenses
$171,250
Net increase / (decrease)
$1,029,474
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT AD VISORY - PL · Direct $21.9K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $4.5K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $3.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250429124010NAL0000300867001 cover?
It is the 2023 Form 5500 filing for Applied Aquatic Employee Retirement Plan, reported by Applied Aquatic Management, Inc. (EIN 59-2100923).
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).

Related Form 5500 pages