American Petroleum Institute 401(K) Defined Contribution Plan — Form 5500 plan (American Petroleum Institute)
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, American Petroleum Institute 401(K) Defined Contribution Plan is a benefit plan reported by American Petroleum Institute under EIN 13-0433430 and plan number 002. The latest loaded filing year is 2023. The filing reports 512 participants and $125,494,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Petroleum Institute
- EIN
- 13-0433430
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $125,494,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20241003100923NAL0017470608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,494,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,494,596
- Net assets (BOY)
- $106,150,167
Income & contributions
- Employer contributions
- $3,699,894
- Participant contributions
- $4,089,213
- Total contributions
- $9,171,028
- Total income / additions
- $27,813,640
Expenses & distributions
- Benefits paid
- $8,293,506
- Administrative expenses
- $128,415
- Total expenses
- $8,469,211
- Net increase / (decrease)
- $19,344,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $93,407 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $53,125 | not reported in the loaded dataset | 2023 |