2023 Form 5500 filing — Apg Electric, Inc. 401(K) Profit Sharing 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 20241003124430NAL0004867091001) for Apg Electric, Inc. 401(K) Profit Sharing Plan, reported by Apg Electric, Inc under EIN 34-1412413 and plan number 002. It reports 419 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)$32.6MReported net assets$32,629,351
Participants419
Provider compensation$163.3K2 Schedule C row(s)$163,273
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003124430NAL0004867091001
Plan sponsor
Apg Electric, Inc
EIN
34-1412413
Plan number
002
Location
Clearwater, FL
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)$32.6M total assets
Net assets$32.6MLiabilities$0
Money in vs. money out
Total income / additions$7.7M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$1.2M
Participant$2.3M
Full reported line items
Total assets (EOY)
$32,629,351
Total liabilities (EOY)
$0
Net assets (EOY)
$32,629,351
Employer contributions
$1,152,477
Participant contributions
$2,304,925
Total income / additions
$7,680,655
Benefits paid
$2,219,509
Administrative expenses
$34,355
Total expenses
$2,260,044
Net increase / (decrease)
$5,420,611

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lvz IncINVESTMENT ADVISOR$125,567not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$37,706$0

Related Form 5500 pages