Apttus Corporation 401(K) Plan — Form 5500 plan (Apttus Corporation)

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, Apttus Corporation 401(K) Plan is a benefit plan reported by Apttus Corporation under EIN 20-5542615 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,273 participants and $86,202,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apttus Corporation
EIN
20-5542615
Plan number
001
Plan type
2
Location
Broomfield, CO
Latest filing year
2023
Participants
1,273
End-of-year plan assets
$86,202,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,273H, C20241014123956NAL0027293425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,202,027
Total liabilities (EOY)
$0
Net assets (EOY)
$86,202,027
Net assets (BOY)
$66,637,068

Income & contributions

Employer contributions
$2,648,866
Participant contributions
$10,457,248
Total contributions
$14,579,944
Total income / additions
$28,191,332

Expenses & distributions

Benefits paid
$8,583,302
Administrative expenses
$61,633
Total expenses
$8,626,373
Net increase / (decrease)
$19,564,959

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,455$02023
Strategic Advisors, Inc.ADVISOR$27,917not reported in the loaded dataset2023

Related Form 5500 pages