Plan5500

Apoyo Financiero, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Apoyo Financiero, 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, Apoyo Financiero, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Apoyo Financiero, Inc. under EIN 20-5579499 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $820,383 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apoyo Financiero, Inc.
EIN
20-5579499
Plan number
001
Plan type
2
Location
Concord, CA
Latest filing year
2023
Participants
307
End-of-year plan assets
$820,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20241007125708NAL0007586691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$820,383
Total liabilities (EOY)
$0
Net assets (EOY)
$820,383
Net assets (BOY)
$660,161

Income & contributions

Participant contributions
$97,840
Total contributions
$97,840
Total income / additions
$235,268

Expenses & distributions

Benefits paid
$52,005
Administrative expenses
$20,671
Total expenses
$75,046
Net increase / (decrease)
$160,222

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$14,870not reported in the loaded dataset2023
Kestra FinancialINVESTMENT ADVISOR$3,676not reported in the loaded dataset2023
Professional Benefit ServicesCONTRACT ADMIN$2,125not reported in the loaded dataset2023

Related Form 5500 pages