2023 Form 5500 filing — Apollo Professional Solutions, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625140658NAL0007456065001) for Apollo Professional Solutions, Inc. 401(K) Plan, reported by Apollo Professional Solutions, Inc. under EIN 04-2802517 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625140658NAL0007456065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apollo Professional Solutions, Inc.
- EIN
- 04-2802517
- Plan number
- 001
- Location
- Salem, NH
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,017,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,017,717
- Participant contributions
- $440,068
- Total income / additions
- $889,477
- Benefits paid
- $470,679
- Administrative expenses
- $27,329
- Total expenses
- $498,008
- Net increase / (decrease)
- $391,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $11,989 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,505 | not reported in the loaded dataset |
| Next Financial Group Inc | BROKER/ADVISOR | $0 | $7,566 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $1,893 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $0 | $1,892 |