Apollo Professional Solutions, Inc. 401(K) Plan — Form 5500 plan (Apollo Professional Solutions, Inc.)
Plain-English plan 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, Apollo Professional Solutions, Inc. 401(K) Plan is a benefit plan reported by Apollo Professional Solutions, Inc. under EIN 04-2802517 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $4,017,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apollo Professional Solutions, Inc.
- EIN
- 04-2802517
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, NH
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $4,017,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20240625140658NAL0007456065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,017,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,017,717
- Net assets (BOY)
- $3,626,248
Income & contributions
- Participant contributions
- $440,068
- Total contributions
- $441,524
- Total income / additions
- $889,477
Expenses & distributions
- Benefits paid
- $470,679
- Administrative expenses
- $27,329
- Total expenses
- $498,008
- Net increase / (decrease)
- $391,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $11,989 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,505 | not reported in the loaded dataset | 2023 |
| Next Financial Group Inc | BROKER/ADVISOR | $0 | $7,566 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $1,893 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $0 | $1,892 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apollo Professional Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Salem, NH
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Next Financial Group Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation