Apollo Management Holdings, Lp 401(K) Plan — Form 5500 plan (Apollo Management Holdings, Lp)

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, Apollo Management Holdings, Lp 401(K) Plan is a benefit plan reported by Apollo Management Holdings, Lp under EIN 20-8351069 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,084 participants and $312,892,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apollo Management Holdings, Lp
EIN
20-8351069
Plan number
001
Plan type
2
Location
Greenwich, CT
Latest filing year
2023
Participants
2,084
End-of-year plan assets
$312,892,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,084H, C20241006202658NAL0025983104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$312,892,657
Total liabilities (EOY)
$0
Net assets (EOY)
$312,892,657
Net assets (BOY)
$226,858,307

Income & contributions

Employer contributions
$6,655,189
Participant contributions
$31,174,881
Total contributions
$51,524,423
Total income / additions
$100,639,233

Expenses & distributions

Benefits paid
$14,403,249
Administrative expenses
$97,498
Total expenses
$14,604,883
Net increase / (decrease)
$86,034,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$97,498$02023

Related Form 5500 pages