Applied Composites Retirement Plan — Form 5500 plan (Applied Composites Holdings, LLC)

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, Applied Composites Retirement Plan is a benefit plan reported by Applied Composites Holdings, LLC under EIN 20-1695946 and plan number 001. The latest loaded filing year is 2023. The filing reports 978 participants and $33,779,333 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applied Composites Holdings, LLC
EIN
20-1695946
Plan number
001
Plan type
2
Location
Lake Forest, CA
Latest filing year
2023
Participants
978
End-of-year plan assets
$33,779,333

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023978H, C20260302165654NAL0001314289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,779,333
Total liabilities (EOY)
$0
Net assets (EOY)
$33,779,333
Net assets (BOY)
$26,632,652

Income & contributions

Employer contributions
$1,572,568
Participant contributions
$3,474,266
Total contributions
$5,981,939
Total income / additions
$10,795,685

Expenses & distributions

Benefits paid
$3,446,139
Administrative expenses
$198,889
Total expenses
$3,649,004
Net increase / (decrease)
$7,146,681

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$137,438$02023
Creative Planning, LLCSERVICE PROVIDER$61,350not reported in the loaded dataset2023

Related Form 5500 pages