Apple Growth Partners 401(K) Plan — Form 5500 plan (Apple Growth Partners, 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, Apple Growth Partners 401(K) Plan is a benefit plan reported by Apple Growth Partners, Inc. under EIN 34-1082617 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $16,731,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apple Growth Partners, Inc.
- EIN
- 34-1082617
- Plan number
- 002
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $16,731,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015090506NAL0048591008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,731,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,731,757
- Net assets (BOY)
- $13,175,871
Income & contributions
- Employer contributions
- $380,925
- Participant contributions
- $1,348,556
- Total contributions
- $1,942,482
- Total income / additions
- $4,195,311
Expenses & distributions
- Benefits paid
- $578,165
- Administrative expenses
- $60,876
- Total expenses
- $639,425
- Net increase / (decrease)
- $3,555,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ellsworth Advisors LLC | INVESTMENT ADVISOR | $35,660 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,583 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,633 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apple Growth Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Ellsworth Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation