Apderm Management LLC 401(K) Profit Sharing Plan — Form 5500 plan (Apderm Management 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, Apderm Management LLC 401(K) Profit Sharing Plan is a benefit plan reported by Apderm Management LLC under EIN 82-2649012 and plan number 001. The latest loaded filing year is 2023. The filing reports 716 participants and $30,822,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apderm Management LLC
- EIN
- 82-2649012
- Plan number
- 001
- Plan type
- 2
- Location
- Acton, MA
- Latest filing year
- 2023
- Participants
- 716
- End-of-year plan assets
- $30,822,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 716 | H, C | 20241011085155NAL0022442625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,822,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,822,054
- Net assets (BOY)
- $24,492,878
Income & contributions
- Employer contributions
- $1,219,302
- Participant contributions
- $2,965,017
- Total contributions
- $4,242,132
- Total income / additions
- $9,055,519
Expenses & distributions
- Benefits paid
- $2,638,834
- Administrative expenses
- $87,509
- Total expenses
- $2,726,343
- Net increase / (decrease)
- $6,329,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $50,287 | $0 | 2023 |
| Thayer Partners LLC | INVESTMENT ADVISORY-PLAN | $30,000 | not reported in the loaded dataset | 2023 |
| Compass360 LLC | RECORDKEEPER | $7,476 | $269 | 2023 |