Appolo Heating, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Appolo Heating, 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, Appolo Heating, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Appolo Heating, Inc. under EIN 20-4369056 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $3,977,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appolo Heating, Inc.
EIN
20-4369056
Plan number
002
Plan type
2
Location
Schenectady, NY
Latest filing year
2023
Participants
178
End-of-year plan assets
$3,977,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241011100211NAL0010792163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,977,074
Total liabilities (EOY)
$0
Net assets (EOY)
$3,977,074
Net assets (BOY)
$4,213,330

Income & contributions

Employer contributions
$86,381
Participant contributions
$230,209
Total contributions
$316,590
Total income / additions
$981,625

Expenses & distributions

Benefits paid
$1,201,642
Administrative expenses
$6,326
Total expenses
$1,217,881
Net increase / (decrease)
-$236,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$25,145$02023
Tycor Benefit Administrators, Inc.NONE$3,840$02023
Kestra Investment ServicesNONE$0$02023

Related Form 5500 pages