2023 Form 5500 filing — Apa 401(K) Retirement 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 20241015131642NAL0056323314001) for Apa 401(K) Retirement Plan, reported by Agency For The Performing Arts, LLC under EIN 13-1966702 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015131642NAL0056323314001
Filing year
2023
Form type
2
Plan sponsor
Agency For The Performing Arts, LLC
EIN
13-1966702
Plan number
001
Location
Los Angeles, CA
Participants
308
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,607,965
Total liabilities (EOY)
$0
Net assets (EOY)
$17,607,965
Employer contributions
$299,519
Participant contributions
$1,352,879
Total income / additions
$5,660,234
Benefits paid
$5,375,727
Administrative expenses
$60,445
Total expenses
$5,436,172
Net increase / (decrease)
$224,062
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kaye Capital ManagementRETAINED BY EMPLOYER$36,066not reported in the loaded dataset
John Hancock Retirement Plan ServicRETAINED BY EMPLOYER$24,379$0

Related Form 5500 pages