2023 Form 5500 filing — Apple Growth Partners 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 20241015090506NAL0048591008001) for Apple Growth Partners 401(K) Plan, reported by Apple Growth Partners, Inc. under EIN 34-1082617 and plan number 002. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090506NAL0048591008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apple Growth Partners, Inc.
- EIN
- 34-1082617
- Plan number
- 002
- Location
- Akron, OH
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,731,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,731,757
- Employer contributions
- $380,925
- Participant contributions
- $1,348,556
- Total income / additions
- $4,195,311
- Benefits paid
- $578,165
- Administrative expenses
- $60,876
- Total expenses
- $639,425
- Net increase / (decrease)
- $3,555,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ellsworth Advisors LLC | INVESTMENT ADVISOR | $35,660 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,583 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,633 | not reported in the loaded dataset |