The Act 1 Group Of Companies 401(K) Plan For Staff Employees — Form 5500 plan (Appleone, 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, The Act 1 Group Of Companies 401(K) Plan For Staff Employees is a benefit plan reported by Appleone, Inc. under EIN 95-2580864 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,791 participants and $64,147,258 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appleone, Inc.
EIN
95-2580864
Plan number
003
Plan type
2
Location
Glendale, CA
Latest filing year
2023
Participants
1,791
End-of-year plan assets
$64,147,258

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,791H, C20241014200611NAL0055037554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,147,258
Total liabilities (EOY)
$0
Net assets (EOY)
$64,147,258
Net assets (BOY)
$55,688,556

Income & contributions

Employer contributions
$354,855
Participant contributions
$3,821,054
Total contributions
$4,363,826
Total income / additions
$13,720,348

Expenses & distributions

Benefits paid
$4,976,291
Administrative expenses
$278,384
Total expenses
$5,290,176
Net increase / (decrease)
$8,430,172

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$175,744$02023
Nfp Retirement IncINVESTMENT ADVISOR$102,640not reported in the loaded dataset2023

Related Form 5500 pages