2023 Form 5500 filing — Apriori Technologies, Inc. 401(K) 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 20241009083026NAL0036483682001) for Apriori Technologies, Inc. 401(K) Plan, reported by Apriori Technologies, Inc. under EIN 20-0270757 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009083026NAL0036483682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apriori Technologies, Inc.
- EIN
- 20-0270757
- Plan number
- 001
- Location
- Concord, MA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,222,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,222,827
- Employer contributions
- $503,346
- Participant contributions
- $2,215,624
- Total income / additions
- $6,053,916
- Benefits paid
- $1,283,570
- Administrative expenses
- $29,987
- Total expenses
- $1,313,557
- Net increase / (decrease)
- $4,740,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $23,912 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | N/A | $6,075 | not reported in the loaded dataset |