2023 Form 5500 filing — Apex Tool Group, LLC Pension Plan For Apex Bargaining Unit Employees In Dayton, Oh
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 20241014090538NAL0014676323001) for Apex Tool Group, LLC Pension Plan For Apex Bargaining Unit Employees In Dayton, Oh, reported by Apex Tool Group LLC under EIN 27-1996059 and plan number 046. It reports 355 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)$14.4MReported net assets$14,352,400
Participants355
Provider compensation$97.9K2 Schedule C row(s)$97,892
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014090538NAL0014676323001
- Plan sponsor
- Apex Tool Group LLC
- EIN
- 27-1996059
- Plan number
- 046
- 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)$14.4M total assets
Net assets$14.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $14,352,400
- Net assets (EOY)
- $14,352,400
- Total income / additions
- $2,149,588
- Benefits paid
- $909,932
- Administrative expenses
- $300,192
- Total expenses
- $1,210,124
- Net increase / (decrease)
- $939,464
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | TRUSTEE | $58,333 | $0 |
| Transamerica Retirement Solutions | RECORD KEEPER | $39,559 | $0 |