2023 Form 5500 filing — Apex Systems, LLC 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 20241011160706NAL0022290065001) for Apex Systems, LLC 401(K) Plan, reported by Apex Systems, LLC under EIN 54-1773546 and plan number 001. It reports 5,125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160706NAL0022290065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apex Systems, LLC
- EIN
- 54-1773546
- Plan number
- 001
- Location
- Glen Allen, VA
- Participants
- 5,125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $391,733,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $391,733,591
- Employer contributions
- $10,667,546
- Participant contributions
- $30,279,072
- Total income / additions
- $110,291,947
- Benefits paid
- $20,404,751
- Administrative expenses
- $360,195
- Total expenses
- $20,764,946
- Net increase / (decrease)
- $89,527,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $237,937 | $0 |
| Janney Montgomery Scott LLC | ADVISOR | $74,853 | not reported in the loaded dataset |
| Keiter Stephens | ACCOUNTANT/AUDITOR | $32,543 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,862 | not reported in the loaded dataset |