The Act 1 Group Of Companies 401(K) Plan For Specialty Associates — 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 Specialty Associates is a benefit plan reported by Appleone, Inc. under EIN 95-2580864 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,043 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.5MPlan net assets, end of year$5,453,908
Participants1KCovered participants reported1,043
Assets / participant$5.2KComputed: assets ÷ participants$5,229 (computed)
Provider compensation$253.6K4 Schedule C provider row(s)$253,648
- Plan sponsor
- Appleone, Inc.
- EIN
- 95-2580864
- Plan number
- 005
- Plan type
- 2
- Location
- Glendale, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,043 | H, C | 20241216181555NAL0001421105001 |
| 2023 | 167 | H, C | 20241218154708NAL0002438947001 |
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,453,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,453,908
- Net assets (BOY)
- $4,964,985
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $162,336
- Total contributions
- $162,336
- Total income / additions
- $966,988
Expenses & distributions
- Benefits paid
- $455,173
- Administrative expenses
- $22,892
- Total expenses
- $478,065
- Net increase / (decrease)
- $488,923
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets5%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $228,462 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,206 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $8,686 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $2,294 | not reported in the loaded dataset | 2023 |