Apt 401(K) Plan — Form 5500 plan (Apt Holdings 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, Apt 401(K) Plan is a benefit plan reported by Apt Holdings LLC under EIN 84-3252042 and plan number 001. The latest loaded filing year is 2023. The filing reports 680 participants and $10,381,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apt Holdings LLC
- EIN
- 84-3252042
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Burnie, MD
- Latest filing year
- 2023
- Participants
- 680
- End-of-year plan assets
- $10,381,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 680 | H, C | 20240924090815NAL0007310899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,381,164
- Total liabilities (EOY)
- $3,538
- Net assets (EOY)
- $10,377,626
- Net assets (BOY)
- $7,585,510
Income & contributions
- Employer contributions
- $332,366
- Participant contributions
- $1,328,032
- Total contributions
- $2,068,157
- Total income / additions
- $3,652,051
Expenses & distributions
- Benefits paid
- $792,051
- Administrative expenses
- $60,033
- Total expenses
- $859,935
- Net increase / (decrease)
- $2,792,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc. | RIA | $25,650 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $24,745 | $0 | 2023 |
| Pollard & Associates | TPA | $16,049 | $0 | 2023 |