2023 Form 5500 filing — Aptum Technologies (Usa) Inc. 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 20241014115401NAL0026083569001) for Aptum Technologies (Usa) Inc. 401(K) Savings Plan, reported by Aptum Technologies (Usa) Inc. under EIN 86-1070209 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115401NAL0026083569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aptum Technologies (Usa) Inc.
- EIN
- 86-1070209
- Plan number
- 001
- Location
- not reported in the loaded dataset
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,004,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,004,671
- Employer contributions
- $273,502
- Participant contributions
- $400,493
- Total income / additions
- $1,983,334
- Benefits paid
- $907,217
- Administrative expenses
- $60,162
- Total expenses
- $980,667
- Net increase / (decrease)
- $1,002,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intellicents Investment Solutions | INVESTMENT ADVISOR | $28,973 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,376 | $0 |
| The Finway Group, LLC | CONTRACT ADMIN | $7,898 | $8,278 |