Apax Partners Us, LLC 401(K) Retirement Plan — Form 5500 plan (Apax Partners Us, 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, Apax Partners Us, LLC 401(K) Retirement Plan is a benefit plan reported by Apax Partners Us, LLC under EIN 20-2520354 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $51,792,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apax Partners Us, LLC
- EIN
- 20-2520354
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $51,792,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241015100119NAL0029197905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,792,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,792,437
- Net assets (BOY)
- $40,356,754
Income & contributions
- Employer contributions
- $2,047,089
- Participant contributions
- $1,898,174
- Total contributions
- $3,977,509
- Total income / additions
- $12,531,337
Expenses & distributions
- Benefits paid
- $1,028,765
- Administrative expenses
- $66,889
- Total expenses
- $1,095,654
- Net increase / (decrease)
- $11,435,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $28,344 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $11,990 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $9,749 | not reported in the loaded dataset | 2023 |
| First Republic Investment Managemen | INVESTMENT ADVISOR | $9,079 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | CONTRACT ADMINISTRATOR | $6,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Broker-Dealer Holding Inc | OTHER | $1,726 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apax Partners Us, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morgan Stanley — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- First Republic Investment Managemen — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Jp Morgan Broker-Dealer Holding Inc — Schedule C compensation