Apercen Partners 401k Plan — Form 5500 plan (Apercen Partners 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, Apercen Partners 401k Plan is a benefit plan reported by Apercen Partners LLC under EIN 26-2246506 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $27,265,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apercen Partners LLC
- EIN
- 26-2246506
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $27,265,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241015115658NAL0014546979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,265,966
- Total liabilities (EOY)
- $118,015
- Net assets (EOY)
- $27,147,951
- Net assets (BOY)
- $17,822,029
Income & contributions
- Employer contributions
- $2,003,724
- Participant contributions
- $3,569,435
- Total contributions
- $6,696,848
- Total income / additions
- $10,143,365
Expenses & distributions
- Benefits paid
- $740,198
- Administrative expenses
- $77,245
- Total expenses
- $817,443
- Net increase / (decrease)
- $9,325,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Abbey Hill Financial Advisors, LLC | FINANCIAL ADVISOR | $61,539 | not reported in the loaded dataset | 2023 |
| Wealth Management, LLC | NONE | $10,256 | not reported in the loaded dataset | 2023 |
| Retirement Plan Consultants, LLC | RECORDKEEPER AND TPA | $5,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apercen Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Palo Alto, CA
- Abbey Hill Financial Advisors, LLC — Schedule C compensation
- Wealth Management, LLC — Schedule C compensation
- Retirement Plan Consultants, LLC — Schedule C compensation