2023 Form 5500 filing — Apderm Management LLC 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 20241011085155NAL0022442625001) for Apderm Management LLC 401(K) Profit Sharing Plan, reported by Apderm Management LLC under EIN 82-2649012 and plan number 001. It reports 716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085155NAL0022442625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apderm Management LLC
- EIN
- 82-2649012
- Plan number
- 001
- Location
- Acton, MA
- Participants
- 716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,822,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,822,054
- Employer contributions
- $1,219,302
- Participant contributions
- $2,965,017
- Total income / additions
- $9,055,519
- Benefits paid
- $2,638,834
- Administrative expenses
- $87,509
- Total expenses
- $2,726,343
- Net increase / (decrease)
- $6,329,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $50,287 | $0 |
| Thayer Partners LLC | INVESTMENT ADVISORY-PLAN | $30,000 | not reported in the loaded dataset |
| Compass360 LLC | RECORDKEEPER | $7,476 | $269 |