2023 Form 5500 filing — Applied Card Systems, Inc. 401(K) 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 20241001141427NAL0013994082001) for Applied Card Systems, Inc. 401(K) Retirement/Savings Plan, reported by Applied Card Systems, Inc. under EIN 51-0302476 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001141427NAL0013994082001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applied Card Systems, Inc.
- EIN
- 51-0302476
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,495,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,495,441
- Employer contributions
- $1,291
- Participant contributions
- $728,832
- Total income / additions
- $3,168,268
- Benefits paid
- $1,122,198
- Administrative expenses
- $75,702
- Total expenses
- $1,197,900
- Net increase / (decrease)
- $1,970,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo Usa, Llp | AUDITOR | $34,125 | not reported in the loaded dataset |
| Kathmere Capital Management LLC | INVESTMENT ADVISOR | $27,188 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,389 | $0 |