Apco Holdings 401(K) Plan — Form 5500 plan (Apco Holdings, 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, Apco Holdings 401(K) Plan is a benefit plan reported by Apco Holdings, LLC under EIN 77-0674830 and plan number 001. The latest loaded filing year is 2023. The filing reports 605 participants and $43,771,311 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apco Holdings, LLC
EIN
77-0674830
Plan number
001
Plan type
2
Location
Norcross, GA
Latest filing year
2023
Participants
605
End-of-year plan assets
$43,771,311

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023605H, C20241015092116NAL0029117121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,771,311
Total liabilities (EOY)
$0
Net assets (EOY)
$43,771,311
Net assets (BOY)
$40,003,927

Income & contributions

Employer contributions
$1,452,981
Participant contributions
$3,554,575
Total contributions
$5,291,793
Total income / additions
$11,940,410

Expenses & distributions

Benefits paid
$7,957,630
Administrative expenses
$131,538
Total expenses
$8,173,026
Net increase / (decrease)
$3,767,384

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
OnedigitalINVESTMENT ADVISOR$61,800not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$52,139$02023
Strategic Advisors, Inc.ADVISOR$17,599not reported in the loaded dataset2023

Related Form 5500 pages