Apex Capital Corp 401(K) Plan — Form 5500 plan (Apex Capital Corp)
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 Capital Corp 401(K) Plan is a benefit plan reported by Apex Capital Corp under EIN 20-3491179 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $31,666,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apex Capital Corp
- EIN
- 20-3491179
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $31,666,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241007111246NAL0027297056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,666,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,666,564
- Net assets (BOY)
- $24,848,960
Income & contributions
- Employer contributions
- $1,553,814
- Participant contributions
- $2,251,545
- Total contributions
- $4,058,632
- Total income / additions
- $8,788,227
Expenses & distributions
- Benefits paid
- $1,963,642
- Administrative expenses
- $6,981
- Total expenses
- $1,970,623
- Net increase / (decrease)
- $6,817,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frost Bank | ADVISOR | $0 | $53,341 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,981 | $0 | 2023 |