Plan5500

Apex Homes Of Pa., LLC Employee Benefit Plan — Form 5500 plan (Apex Homes Of Pa., LLC)

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 Homes Of Pa., LLC Employee Benefit Plan is a benefit plan reported by Apex Homes Of Pa., LLC under EIN 47-1409422 and plan number 501. The latest loaded filing year is 2023. The filing reports 83 participants and $189,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apex Homes Of Pa., LLC
EIN
47-1409422
Plan number
501
Plan type
2
Location
Middleburg, PA
Latest filing year
2023
Participants
83
End-of-year plan assets
$189,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383I, C20240718152441NAL0003294131001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$189,601
Total liabilities (EOY)
$103,201
Net assets (EOY)
$86,400
Net assets (BOY)
-$27,012

Income & contributions

Employer contributions
$883,642
Participant contributions
$255,567
Total income / additions
$1,144,869

Expenses & distributions

Benefits paid
$530,422
Administrative expenses
$6,036
Total expenses
$1,031,457
Net increase / (decrease)
$113,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial GroupBROKER$27,162not reported in the loaded dataset2023
The Benecon GroupBROKER$19,083not reported in the loaded dataset2023
Capital BluecrossADMIN$6,036not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$5,392not reported in the loaded dataset2023

Related Form 5500 pages