2023 Form 5500 filing — Aptura Group Inc., 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 20241015092403NAL0016053619001) for Aptura Group Inc., 401(K) Plan, reported by Aptura Group, Inc. under EIN 87-0850201 and plan number 002. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092403NAL0016053619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aptura Group, Inc.
- EIN
- 87-0850201
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,420,281
- Total liabilities (EOY)
- $26,303
- Net assets (EOY)
- $10,393,978
- Employer contributions
- $207,666
- Participant contributions
- $1,019,326
- Total income / additions
- $2,966,637
- Benefits paid
- $995,778
- Administrative expenses
- $52,098
- Total expenses
- $1,047,876
- Net increase / (decrease)
- $1,918,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invst | NONE | $31,814 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $18,046 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $2,238 | $0 |