2023 Form 5500 filing — Applegate Greenfiber Acquisition, LLC 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 20241009152832NAL0019530865001) for Applegate Greenfiber Acquisition, LLC 401(K) Retirement Savings Plan, reported by Applegate Greenfiber Acquisition, LLC under EIN 87-3881297 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009152832NAL0019530865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applegate Greenfiber Acquisition, LLC
- EIN
- 87-3881297
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,249,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,249,386
- Employer contributions
- $311,816
- Participant contributions
- $585,172
- Total income / additions
- $2,061,006
- Benefits paid
- $746,994
- Administrative expenses
- $45,041
- Total expenses
- $792,035
- Net increase / (decrease)
- $1,268,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Service | NONE | $24,527 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $20,514 | $0 |