Apex Logistics International 401(K) Profit Sharing Plan — Form 5500 plan (Apex Logistics International)
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, Apex Logistics International 401(K) Profit Sharing Plan is a benefit plan reported by Apex Logistics International under EIN 05-0563112 and plan number 001. The latest loaded filing year is 2023. The filing reports 667 participants and $16,327,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apex Logistics International
- EIN
- 05-0563112
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Dominguez, CA
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $16,327,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20241001141352NAL0004092963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,327,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,327,728
- Net assets (BOY)
- $11,267,169
Income & contributions
- Employer contributions
- $1,095,677
- Participant contributions
- $2,724,123
- Total contributions
- $3,944,051
- Total income / additions
- $6,404,604
Expenses & distributions
- Benefits paid
- $1,292,875
- Administrative expenses
- $50,182
- Total expenses
- $1,344,045
- Net increase / (decrease)
- $5,060,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Research & Management Co. | RECORDKEEPER | $0 | $0 | 2023 |
| Creative Planning | FINANCIAL ADVISOR | $0 | $0 | 2023 |
| Actuarial Benefits Corp. | THIRD PARTY ADMIN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apex Logistics International
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Dominguez, CA
- Capital Research & Management Co. — Schedule C compensation
- Creative Planning — Schedule C compensation
- Actuarial Benefits Corp. — Schedule C compensation