Api Group, Inc. Safe Harbor 401(K) & Profit Sharing Plan — Form 5500 plan (Api Group, 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, Api Group, Inc. Safe Harbor 401(K) & Profit Sharing Plan is a benefit plan reported by Api Group, Inc. under EIN 41-1858188 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,753 participants and $123,711,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Api Group, Inc.
- EIN
- 41-1858188
- Plan number
- 003
- Plan type
- 2
- Location
- New Brighton, MN
- Latest filing year
- 2023
- Participants
- 2,753
- End-of-year plan assets
- $123,711,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,753 | H, C | 20241014153418NAL0046617328003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,711,655
- Net assets (EOY)
- $123,711,655
- Net assets (BOY)
- $101,506,612
Income & contributions
- Employer contributions
- $5,592,564
- Participant contributions
- $5,299,898
- Total contributions
- $11,097,712
- Total income / additions
- $33,298,947
Expenses & distributions
- Benefits paid
- $9,899,042
- Administrative expenses
- $130,097
- Total expenses
- $10,036,325
- Net increase / (decrease)
- $23,262,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $78,765 | not reported in the loaded dataset | 2023 |
| Mercer Investment Management | NONE | $39,720 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting | NONE | $11,613 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Api Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in New Brighton, MN
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation