Applied Consultants, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Applied Consultants, Inc. (EIN 75-2383869) is a plan sponsor located in Longview, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-2383869
Location
Longview, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,154,511
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,154,511

Contributions & income

Employer contributions
$666,518
Participant contributions
$1,510,026
Total income / additions
$4,903,073

Expenses & distributions

Benefits paid / distributions
$1,195,093
Total expenses
$1,236,672
Net increase / (decrease)
$3,666,401

Coverage

Total reported participants
632
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Applied Consultants, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Applied Consultants, Inc. 401(K) Plan001328$16,154,5112023
Applied Consultants, Inc.501304not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Applied Consultants, Inc.
YearPlanParticipantsSchedulesFiling
2023Applied Consultants, Inc.30420240724103954NAL0012500689001
2023Applied Consultants, Inc. 401(K) Plan328H, C20241015144309NAL0016653859001

Related Form 5500 pages