2023 Form 5500 filing — Aptive Environmental 401(K) 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 20250227113403NAL0002188705001) for Aptive Environmental 401(K) Plan, reported by Aptive Environmental, LLC under EIN 47-5551416 and plan number 001. It reports 2,338 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)$9.4MReported net assets$9,357,445
Participants2.3K2,338
Provider compensation$44.1K4 Schedule C row(s)$44,109
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250227113403NAL0002188705001
- Plan sponsor
- Aptive Environmental, LLC
- EIN
- 47-5551416
- Plan number
- 001
- Location
- Provo, UT
- Received date
- not reported in the loaded dataset
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,357,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,357,445
- Employer contributions
- $1,546,998
- Participant contributions
- $2,661,272
- Total income / additions
- $5,750,712
- Benefits paid
- $1,035,217
- Administrative expenses
- $44,109
- Total expenses
- $1,079,326
- Net increase / (decrease)
- $4,671,386
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $18,050 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,941 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,876 | $0 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $242 | not reported in the loaded dataset |