Apps Associates LLC 401(K) Plan — Form 5500 plan (Apps Associates 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, Apps Associates LLC 401(K) Plan is a benefit plan reported by Apps Associates LLC under EIN 54-2076463 and plan number 001. The latest loaded filing year is 2023. The filing reports 501 participants and $46,457,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apps Associates LLC
- EIN
- 54-2076463
- Plan number
- 001
- Plan type
- 2
- Location
- Acton, MA
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $46,457,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20240822143640NAL0005228353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,457,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,457,584
- Net assets (BOY)
- $33,656,093
Income & contributions
- Employer contributions
- $1,972,434
- Participant contributions
- $5,107,271
- Total contributions
- $9,554,431
- Total income / additions
- $16,162,321
Expenses & distributions
- Benefits paid
- $3,213,043
- Administrative expenses
- $119,269
- Total expenses
- $3,360,830
- Net increase / (decrease)
- $12,801,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Icapital LLC | ADVISOR | $91,596 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $27,673 | $0 | 2023 |