2023 Form 5500 filing — Applied Composites 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 20260302165654NAL0001314289001) for Applied Composites Retirement Plan, reported by Applied Composites Holdings, LLC under EIN 20-1695946 and plan number 001. It reports 978 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)$33.8MReported net assets$33,779,333
Participants978
Provider compensation$198.8K2 Schedule C row(s)$198,788
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260302165654NAL0001314289001
- Plan sponsor
- Applied Composites Holdings, LLC
- EIN
- 20-1695946
- Plan number
- 001
- Location
- Lake Forest, CA
- 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)$33.8M total assets
Net assets$33.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $33,779,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,779,333
- Employer contributions
- $1,572,568
- Participant contributions
- $3,474,266
- Total income / additions
- $10,795,685
- Benefits paid
- $3,446,139
- Administrative expenses
- $198,889
- Total expenses
- $3,649,004
- Net increase / (decrease)
- $7,146,681
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $137,438 | $0 |
| Creative Planning, LLC | SERVICE PROVIDER | $61,350 | not reported in the loaded dataset |