Herb Apotheker Invvestment Plan — Form 5500 plan (Herb Apotheker, Inc.)
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, Herb Apotheker Invvestment Plan is a benefit plan reported by Herb Apotheker, Inc. under EIN 84-2615813 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $8,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herb Apotheker, Inc.
- EIN
- 84-2615813
- Plan number
- 001
- Plan type
- 2
- Location
- Tarpon Springs, FL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $8,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240726191654NAL0009323123001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,280
- Net assets (EOY)
- $8,280
- Net assets (BOY)
- $93,271
Income & contributions
- Total income / additions
- -$84,964
Expenses & distributions
- Total expenses
- $27
- Net increase / (decrease)
- -$84,991
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.