2023 Form 5500 filing — Apex Tool Group Individual Account Retirement Plan For Bargaining Unit Employees
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 20241014084058NAL0013019347001) for Apex Tool Group Individual Account Retirement Plan For Bargaining Unit Employees, reported by Apex Tool Group, LLC under EIN 27-1996059 and plan number 002. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.5MReported net assets$6,543,287
Participants170
Provider compensation$11.9K1 Schedule C row(s)$11,949
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014084058NAL0013019347001
- Plan sponsor
- Apex Tool Group, LLC
- EIN
- 27-1996059
- Plan number
- 002
- Location
- Sparks, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,543,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,543,287
- Employer contributions
- $126,308
- Participant contributions
- $191,295
- Total income / additions
- $854,762
- Benefits paid
- $577,648
- Administrative expenses
- $15,042
- Total expenses
- $581,513
- Net increase / (decrease)
- $273,249
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $11,949 | $0 |