Apex Maritime Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Apex Maritime Co., 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, Apex Maritime Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Apex Maritime Co., Inc. under EIN 94-3112017 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $27,406,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apex Maritime Co., Inc.
EIN
94-3112017
Plan number
001
Plan type
2
Location
Burlingame, CA
Latest filing year
2023
Participants
154
End-of-year plan assets
$27,406,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241010104926NAL0009925091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,406,505
Total liabilities (EOY)
$0
Net assets (EOY)
$27,406,505
Net assets (BOY)
$23,986,747

Income & contributions

Employer contributions
$814,319
Participant contributions
$1,253,111
Total contributions
$2,067,430
Total income / additions
$4,727,366

Expenses & distributions

Benefits paid
$1,307,183
Administrative expenses
$425
Total expenses
$1,307,608
Net increase / (decrease)
$3,419,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$425$02023

Related Form 5500 pages