The Save Plan — Form 5500 plan (Apl Logistics Americas, Ltd)

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, The Save Plan is a benefit plan reported by Apl Logistics Americas, Ltd under EIN 94-3017941 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,651 participants and $156,246,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apl Logistics Americas, Ltd
EIN
94-3017941
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
2,651
End-of-year plan assets
$156,246,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,651H, C20241015102455NAL0016139251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$156,246,078
Total liabilities (EOY)
$0
Net assets (EOY)
$156,246,078
Net assets (BOY)
$134,212,219

Income & contributions

Employer contributions
$5,781,252
Participant contributions
$7,036,817
Total contributions
$13,929,429
Total income / additions
$35,863,957

Expenses & distributions

Benefits paid
$13,464,140
Administrative expenses
$273,153
Total expenses
$13,830,098
Net increase / (decrease)
$22,033,859

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$166,566$02023
Callan LLCCONSULTANT$78,137not reported in the loaded dataset2023
Redw LLCACCOUNTANT/AUDITOR$28,500not reported in the loaded dataset2023

Related Form 5500 pages