Aptara, Inc. 401(K) Plan — Form 5500 plan (Aptara 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, Aptara, Inc. 401(K) Plan is a benefit plan reported by Aptara Inc. under EIN 54-1596745 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $11,233,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aptara Inc.
EIN
54-1596745
Plan number
001
Plan type
2
Location
Chantilly, VA
Latest filing year
2023
Participants
215
End-of-year plan assets
$11,233,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241001142922NAL0007287665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,233,935
Total liabilities (EOY)
$0
Net assets (EOY)
$11,233,935
Net assets (BOY)
$9,971,618

Income & contributions

Employer contributions
$71,379
Participant contributions
$774,903
Total contributions
$1,035,632
Total income / additions
$2,515,271

Expenses & distributions

Benefits paid
$1,204,206
Administrative expenses
$48,748
Total expenses
$1,252,954
Net increase / (decrease)
$1,262,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Capital Group Inv AdvisoryADVISOR$29,859not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$18,330$02023

Related Form 5500 pages