2023 Form 5500 filing — Api Retirement Savings 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 20240916105912NAL0002631760001) for Api Retirement Savings Plan, reported by Ag-Power under EIN 20-4028562 and plan number 003. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916105912NAL0002631760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ag-Power
- EIN
- 20-4028562
- Plan number
- 003
- Location
- Mckinney, TX
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,561,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,561,941
- Employer contributions
- $210,702
- Participant contributions
- $704,453
- Total income / additions
- $2,508,739
- Benefits paid
- $442,352
- Administrative expenses
- $3,839
- Total expenses
- $449,974
- Net increase / (decrease)
- $2,058,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $3,839 | $0 |