Apple 401(K) Savings Plan — Form 5500 plan (Tandem Management Company, LLC)
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, Apple 401(K) Savings Plan is a benefit plan reported by Tandem Management Company, LLC under EIN 22-3577393 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $11,258,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tandem Management Company, LLC
- EIN
- 22-3577393
- Plan number
- 001
- Plan type
- 2
- Location
- Hackensack, NJ
- Latest filing year
- 2023
- Participants
- 374
- End-of-year plan assets
- $11,258,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 374 | H, C | 20241014080536NAL0051505570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,258,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,258,655
- Net assets (BOY)
- $12,253,837
Income & contributions
- Employer contributions
- $850
- Participant contributions
- $118,699
- Total contributions
- $119,549
- Total income / additions
- $1,979,613
Expenses & distributions
- Benefits paid
- $2,880,102
- Administrative expenses
- $26,806
- Total expenses
- $2,906,958
- Net increase / (decrease)
- -$927,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $12,460 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $9,820 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,234 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tandem Management Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hackensack, NJ
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation