Apriori Technologies, Inc. 401(K) Plan — Form 5500 plan (Apriori Technologies, 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, Apriori Technologies, Inc. 401(K) Plan is a benefit plan reported by Apriori Technologies, Inc. under EIN 20-0270757 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $20,222,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apriori Technologies, Inc.
EIN
20-0270757
Plan number
001
Plan type
2
Location
Concord, MA
Latest filing year
2023
Participants
234
End-of-year plan assets
$20,222,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241009083026NAL0036483682001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,222,827
Total liabilities (EOY)
$0
Net assets (EOY)
$20,222,827
Net assets (BOY)
$15,482,468

Income & contributions

Employer contributions
$503,346
Participant contributions
$2,215,624
Total contributions
$2,936,322
Total income / additions
$6,053,916

Expenses & distributions

Benefits paid
$1,283,570
Administrative expenses
$29,987
Total expenses
$1,313,557
Net increase / (decrease)
$4,740,359

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, LLCN/A$23,912not reported in the loaded dataset2023
Charles Schwab Trust BankN/A$6,075not reported in the loaded dataset2023

Related Form 5500 pages