Plan5500

Aptos 401(K) Savings Plan — Form 5500 plan (Aptos, 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, Aptos 401(K) Savings Plan is a benefit plan reported by Aptos, LLC under EIN 14-1624962 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $52,665,920 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aptos, LLC
EIN
14-1624962
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
484
End-of-year plan assets
$52,665,920

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023484H, C20241007182758NAL0016588753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,665,920
Total liabilities (EOY)
$0
Net assets (EOY)
$52,665,920
Net assets (BOY)
$42,934,464

Income & contributions

Employer contributions
$862,606
Participant contributions
$3,230,155
Total contributions
$4,215,452
Total income / additions
$12,619,504

Expenses & distributions

Benefits paid
$2,762,193
Administrative expenses
$125,855
Total expenses
$2,888,048
Net increase / (decrease)
$9,731,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative PlanningATTORNEY/LEGAL$60,900not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$46,163not reported in the loaded dataset2023
Hancock Askew & Co., LlpACCOUNTANT/AUDITOR$16,000not reported in the loaded dataset2023

Related Form 5500 pages