Aptive Resources 401(K) — Form 5500 plan (Aptive Resources, 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, Aptive Resources 401(K) is a benefit plan reported by Aptive Resources, LLC under EIN 26-3600633 and plan number 002. The latest loaded filing year is 2023. The filing reports 486 participants and $15,036,284 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aptive Resources, LLC
EIN
26-3600633
Plan number
002
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
486
End-of-year plan assets
$15,036,284

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023486H, C20241022132142NAL0005788210001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,036,284
Total liabilities (EOY)
$0
Net assets (EOY)
$15,036,284
Net assets (BOY)
$8,126,220

Income & contributions

Employer contributions
$1,691,795
Participant contributions
$3,282,084
Total contributions
$6,215,910
Total income / additions
$8,244,077

Expenses & distributions

Benefits paid
$1,231,108
Administrative expenses
$99,387
Total expenses
$1,334,013
Net increase / (decrease)
$6,910,064

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$68,586$02023
The Capital GroupINVESTMENT/FINANCIAL ADVI$30,801$02023

Related Form 5500 pages