Apa 401(K) Retirement Plan — Form 5500 plan (Agency For The Performing Arts, LLC)

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, Apa 401(K) Retirement Plan is a benefit plan reported by Agency For The Performing Arts, LLC under EIN 13-1966702 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $17,607,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agency For The Performing Arts, LLC
EIN
13-1966702
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
308
End-of-year plan assets
$17,607,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241015131642NAL0056323314001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,607,965
Total liabilities (EOY)
$0
Net assets (EOY)
$17,607,965
Net assets (BOY)
$17,383,903

Income & contributions

Employer contributions
$299,519
Participant contributions
$1,352,879
Total contributions
$2,549,033
Total income / additions
$5,660,234

Expenses & distributions

Benefits paid
$5,375,727
Administrative expenses
$60,445
Total expenses
$5,436,172
Net increase / (decrease)
$224,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kaye Capital ManagementRETAINED BY EMPLOYER$36,066not reported in the loaded dataset2023
John Hancock Retirement Plan ServicRETAINED BY EMPLOYER$24,379$02023

Related Form 5500 pages