Apollo Intelligence 401(K) Plan — Form 5500 plan (Apollo Intelligence Operating 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 Intelligence 401(K) Plan is a benefit plan reported by Apollo Intelligence Operating LLC under EIN 85-3830415 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $8,841,889 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.8MPlan net assets, end of year$8,842,338
Participants184Covered participants reported
Assets / participant$48.1KComputed: assets ÷ participants$48,054 (computed)
Provider compensationNone reported
Plan sponsor
Apollo Intelligence Operating LLC
EIN
85-3830415
Plan number
001
Plan type
2
Location
Watertown, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H20241014142100NAL0026393857001
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)$8.8M total assets
Net assets$8.8MLiabilities-$449
Money in vs. money out
Total income / additions$3.5M
Total expenses$422.6K
Benefits paid / distributions$364.9K
Contributions
Employer$518.8K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$8,841,889
Total liabilities (EOY)
-$449
Net assets (EOY)
$8,842,338
Net assets (BOY)
$5,730,267

Income & contributions

Employer contributions
$518,843
Participant contributions
$1,154,744
Total contributions
$2,249,204
Total income / additions
$3,534,699

Expenses & distributions

Benefits paid
$364,944
Administrative expenses
$57,684
Total expenses
$422,628
Net increase / (decrease)
$3,112,071

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages