Api Heat Transfer Inc. 401(K) Plan — Form 5500 plan (Api Heat Transfer 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, Api Heat Transfer Inc. 401(K) Plan is a benefit plan reported by Api Heat Transfer Inc. under EIN 16-1510301 and plan number 004. The latest loaded filing year is 2023. The filing reports 933 participants and $51,944,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Api Heat Transfer Inc.
- EIN
- 16-1510301
- Plan number
- 004
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 933
- End-of-year plan assets
- $51,944,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 933 | H, C | 20240916080654NAL0003208722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,944,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,944,342
- Net assets (BOY)
- $49,081,659
Income & contributions
- Employer contributions
- $953,572
- Participant contributions
- $3,118,133
- Total contributions
- $4,364,312
- Total income / additions
- $12,387,481
Expenses & distributions
- Benefits paid
- $9,512,747
- Administrative expenses
- $12,051
- Total expenses
- $9,524,798
- Net increase / (decrease)
- $2,862,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | ADVISOR | $39,000 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $13,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$39,949 | $0 | 2023 |