2023 Form 5500 filing — The Save 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 20241015102455NAL0016139251001) for The Save Plan, reported by Apl Logistics Americas, Ltd under EIN 94-3017941 and plan number 001. It reports 2,651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102455NAL0016139251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apl Logistics Americas, Ltd
- EIN
- 94-3017941
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 2,651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,246,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,246,078
- Employer contributions
- $5,781,252
- Participant contributions
- $7,036,817
- Total income / additions
- $35,863,957
- Benefits paid
- $13,464,140
- Administrative expenses
- $273,153
- Total expenses
- $13,830,098
- Net increase / (decrease)
- $22,033,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $166,566 | $0 |
| Callan LLC | CONSULTANT | $78,137 | not reported in the loaded dataset |
| Redw LLC | ACCOUNTANT/AUDITOR | $28,500 | not reported in the loaded dataset |