Apollo Technology Group, LLC 401(K) Plan — Form 5500 plan (Apollo Technology Group, 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, Apollo Technology Group, LLC 401(K) Plan is a benefit plan reported by Apollo Technology Group, LLC under EIN 83-3408904 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $7,022,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apollo Technology Group, LLC
EIN
83-3408904
Plan number
001
Plan type
2
Location
Chanhassen, MN
Latest filing year
2023
Participants
194
End-of-year plan assets
$7,022,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241015083255NAL0015989939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,022,791
Total liabilities (EOY)
$0
Net assets (EOY)
$7,022,791
Net assets (BOY)
$6,416,284

Income & contributions

Employer contributions
$108,525
Participant contributions
$983,078
Total contributions
$1,261,396
Total income / additions
$2,433,479

Expenses & distributions

Benefits paid
$1,772,374
Administrative expenses
$54,332
Total expenses
$1,826,972
Net increase / (decrease)
$606,507

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$28,507$02023
Christensen Group FinancialINVESTMENT ADVISOR$23,905$02023

Related Form 5500 pages