2023 Form 5500 filing — Apex Tool Group, LLC 401(K) 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 20241014083504NAL0025735281001) for Apex Tool Group, LLC 401(K) Savings Plan, reported by Apex Tool Group, LLC under EIN 27-1996059 and plan number 001. It reports 2,099 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083504NAL0025735281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apex Tool Group, LLC
- EIN
- 27-1996059
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 2,099
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,908,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,908,138
- Employer contributions
- $5,731,890
- Participant contributions
- $9,011,698
- Total income / additions
- $57,148,724
- Benefits paid
- $38,993,877
- Administrative expenses
- $342,879
- Total expenses
- $39,337,580
- Net increase / (decrease)
- $17,811,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $120,134 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $114,696 | $0 |
| Callan Associates Inc | CONSULTANT | $108,049 | not reported in the loaded dataset |