Apex Clean Energy, Inc. 401(K) Plan — Form 5500 plan (Apex Clean Energy, 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, Apex Clean Energy, Inc. 401(K) Plan is a benefit plan reported by Apex Clean Energy, Inc. under EIN 26-4536778 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $38,025,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apex Clean Energy, Inc.
EIN
26-4536778
Plan number
001
Plan type
2
Location
Charlottesville, VA
Latest filing year
2023
Participants
491
End-of-year plan assets
$38,025,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023491H, C20241011144236NAL0012613139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,025,853
Total liabilities (EOY)
$0
Net assets (EOY)
$38,025,853
Net assets (BOY)
$26,748,354

Income & contributions

Employer contributions
$2,811,403
Participant contributions
$5,325,237
Total contributions
$9,005,652
Total income / additions
$14,905,515

Expenses & distributions

Benefits paid
$3,612,372
Administrative expenses
$10,093
Total expenses
$3,628,016
Net increase / (decrease)
$11,277,499

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$7,055not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,038$02023

Related Form 5500 pages