2023 Form 5500 filing — Apex Insurance Group Retirement 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 20241008160859NAL0030473376001) for Apex Insurance Group Retirement Plan, reported by Apex Insurance Group, Inc. under EIN 85-3796401 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241008160859NAL0030473376001
Filing year
2023
Form type
2
Plan sponsor
Apex Insurance Group, Inc.
EIN
85-3796401
Plan number
001
Location
Windsor, CO
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$186,623
Net assets (EOY)
$186,623
Employer contributions
$2,664
Participant contributions
$2,941
Total income / additions
$17,932
Administrative expenses
$78
Total expenses
$78
Net increase / (decrease)
$17,854
Schedule source
Schedule I

Related Form 5500 pages