Apics Inc. 401k Plan — Form 5500 plan (Apics 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, Apics Inc. 401k Plan is a benefit plan reported by Apics Inc. under EIN 36-6066976 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $16,938,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apics Inc.
- EIN
- 36-6066976
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $16,938,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241008101023NAL0017386529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,938,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,938,666
- Net assets (BOY)
- $13,648,274
Income & contributions
- Employer contributions
- $552,445
- Participant contributions
- $937,306
- Total contributions
- $1,586,278
- Total income / additions
- $4,044,088
Expenses & distributions
- Benefits paid
- $721,815
- Administrative expenses
- $31,881
- Total expenses
- $753,696
- Net increase / (decrease)
- $3,290,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Inv Rsrch Advsrs | NONE | $31,227 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,029 | $13,485 | 2023 |