2023 Form 5500 filing — Apercen Partners 401k 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 20241015115658NAL0014546979001) for Apercen Partners 401k Plan, reported by Apercen Partners LLC under EIN 26-2246506 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115658NAL0014546979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apercen Partners LLC
- EIN
- 26-2246506
- Plan number
- 001
- Location
- Palo Alto, CA
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,265,966
- Total liabilities (EOY)
- $118,015
- Net assets (EOY)
- $27,147,951
- Employer contributions
- $2,003,724
- Participant contributions
- $3,569,435
- Total income / additions
- $10,143,365
- Benefits paid
- $740,198
- Administrative expenses
- $77,245
- Total expenses
- $817,443
- Net increase / (decrease)
- $9,325,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Abbey Hill Financial Advisors, LLC | FINANCIAL ADVISOR | $61,539 | not reported in the loaded dataset |
| Wealth Management, LLC | NONE | $10,256 | not reported in the loaded dataset |
| Retirement Plan Consultants, LLC | RECORDKEEPER AND TPA | $5,450 | not reported in the loaded dataset |