2023 Form 5500 filing — Apla Health & Wellness 403(B) 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 20240923120810NAL0015397360001) for Apla Health & Wellness 403(B) Plan, reported by Apla Health & Wellness under EIN 84-1661910 and plan number 001. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.3MReported net assets$19,321,379
Participants509
Provider compensation$151.3K3 Schedule C row(s)$151,348
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240923120810NAL0015397360001
- Plan sponsor
- Apla Health & Wellness
- EIN
- 84-1661910
- Plan number
- 001
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,321,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,321,379
- Employer contributions
- $1,000,726
- Participant contributions
- $1,690,269
- Total income / additions
- $6,047,173
- Benefits paid
- $644,467
- Administrative expenses
- $151,348
- Total expenses
- $795,815
- Net increase / (decrease)
- $5,251,358
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance Company | RECORDKEEPING | $133,471 | $0 |
| Iron-Co -Fid-Index Comprehensive | INVEST ADVISORY | $17,863 | not reported in the loaded dataset |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $14 | $0 |