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, Apex Physics Partners, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Apex Physics Partners, LLC under EIN 83-4248953 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $12,501,535 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,501,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,501,535
- Net assets (BOY)
- $8,920,961
Income & contributions
- Employer contributions
- $624,930
- Participant contributions
- $1,677,494
- Total contributions
- $2,531,987
- Total income / additions
- $4,253,850
Expenses & distributions
- Benefits paid
- $600,374
- Administrative expenses
- $72,902
- Total expenses
- $673,276
- Net increase / (decrease)
- $3,580,574