2023 Form 5500 filing — Aplix, Inc. 401(K) Retirement 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 20241015124121NAL0014646627001) for Aplix, Inc. 401(K) Retirement Savings Plan, reported by Aplix, Inc. under EIN 13-2967101 and plan number 002. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23MReported net assets$22,954,822
Participants259
Provider compensation$83.4K3 Schedule C row(s)$83,388
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015124121NAL0014646627001
Plan sponsor
Aplix, Inc.
EIN
13-2967101
Plan number
002
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23M total assets
Net assets$23MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$400.6K
Participant$1.3M
Full reported line items
Total assets (EOY)
$22,954,822
Total liabilities (EOY)
$0
Net assets (EOY)
$22,954,822
Employer contributions
$400,647
Participant contributions
$1,323,281
Total income / additions
$5,795,653
Benefits paid
$1,455,885
Administrative expenses
$63,396
Total expenses
$1,519,281
Net increase / (decrease)
$4,276,372
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    OTHER SERVICES · Direct $57.1K · Indirect $0
  2. 2
    TPA · Direct $26.2K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $97 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015124121NAL0014646627001 cover?
It is the 2023 Form 5500 filing for Aplix, Inc. 401(K) Retirement Savings Plan, reported by Aplix, Inc. (EIN 13-2967101).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages