2023 Form 5500 filing — Apex Physics Partners, LLC 401(K) Profit Sharing Plan & Trust
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 20241015124630NAL0056207266001) for Apex Physics Partners, LLC 401(K) Profit Sharing Plan & Trust, reported by Apex Physics Partners, LLC under EIN 83-4248953 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124630NAL0056207266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apex Physics Partners, LLC
- EIN
- 83-4248953
- Plan number
- 002
- Location
- Towson, MD
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,501,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,501,535
- Employer contributions
- $624,930
- Participant contributions
- $1,677,494
- Total income / additions
- $4,253,850
- Benefits paid
- $600,374
- Administrative expenses
- $72,902
- Total expenses
- $673,276
- Net increase / (decrease)
- $3,580,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenspring Advisors | RIA | $7,632 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $3,542 | not reported in the loaded dataset |
| Wilshire Associates Inc | RIA | $1,987 | not reported in the loaded dataset |