Apla Health & Wellness 403(B) Plan — Form 5500 plan (Apla Health & Wellness)
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, Apla Health & Wellness 403(B) Plan is a benefit plan reported by Apla Health & Wellness under EIN 84-1661910 and plan number 001. The latest loaded filing year is 2023. The filing reports 509 participants and $19,321,379 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$19.3MPlan net assets, end of year$19,321,379
Participants509Covered participants reported
Assets / participant$38KComputed: assets ÷ participants$37,959 (computed)
Provider compensation$151.3K3 Schedule C provider row(s)$151,348
- Plan sponsor
- Apla Health & Wellness
- EIN
- 84-1661910
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20240923120810NAL0015397360001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $19,321,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,321,379
- Net assets (BOY)
- $15,832,040
Income & contributions
- Employer contributions
- $1,000,726
- Participant contributions
- $1,690,269
- Total contributions
- $2,802,898
- Total income / additions
- $6,047,173
Expenses & distributions
- Benefits paid
- $644,467
- Administrative expenses
- $151,348
- Total expenses
- $795,815
- Net increase / (decrease)
- $5,251,358
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Company | RECORDKEEPING | $133,471 | $0 | 2023 |
| Iron-Co -Fid-Index Comprehensive | INVEST ADVISORY | $17,863 | not reported in the loaded dataset | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $14 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apla Health & Wellness
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Nationwide Life Insurance Company — Schedule C compensation
- Iron-Co -Fid-Index Comprehensive — Schedule C compensation
- Mutual Of America Investment Corp — Schedule C compensation