2023 Form 5500 filing — Applegreen Us 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 20250416103827NAL0002219283001) for Applegreen Us Retirement Plan, reported by Applegreen Companies under EIN 57-0744703 and plan number 001. It reports 3,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416103827NAL0002219283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applegreen Companies
- EIN
- 57-0744703
- Plan number
- 001
- Location
- Lexington, SC
- Participants
- 3,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,318,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,318,551
- Employer contributions
- $1,234,983
- Participant contributions
- $2,688,242
- Total income / additions
- $6,174,438
- Benefits paid
- $2,058,858
- Administrative expenses
- $43,990
- Total expenses
- $2,136,097
- Net increase / (decrease)
- $4,038,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,060 | $0 |
| Mma Securities LLC | ADVISOR | $8,930 | not reported in the loaded dataset |