Aptima, Inc. Sh 401(K) Profit Sharing Plan — Form 5500 plan (Aptima, Inc.)

Plain-English plan 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, Aptima, Inc. Sh 401(K) Profit Sharing Plan is a benefit plan reported by Aptima, Inc. under EIN 04-3281859 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $40,484,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aptima, Inc.
EIN
04-3281859
Plan number
001
Plan type
2
Location
Woburn, MA
Latest filing year
2023
Participants
232
End-of-year plan assets
$40,484,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20240926103628NAL0000340515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,484,471
Total liabilities (EOY)
$0
Net assets (EOY)
$40,484,471
Net assets (BOY)
$34,498,968

Income & contributions

Employer contributions
$1,460,930
Participant contributions
$1,695,560
Total contributions
$3,168,692
Total income / additions
$9,598,324

Expenses & distributions

Benefits paid
$3,526,398
Administrative expenses
$55,920
Total expenses
$3,610,081
Net increase / (decrease)
$5,988,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,519$02023
Bickling Financial Services IncADVISOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages