Appdirect 401(K) Plan — Form 5500 plan (Appdirect)
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, Appdirect 401(K) Plan is a benefit plan reported by Appdirect under EIN 27-0610966 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $23,703,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Appdirect
- EIN
- 27-0610966
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $23,703,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241015161113NAL0030295697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,703,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,703,946
- Net assets (BOY)
- $12,617,107
Income & contributions
- Employer contributions
- $915,034
- Participant contributions
- $2,277,002
- Total contributions
- $3,746,990
- Total income / additions
- $7,040,071
Expenses & distributions
- Benefits paid
- $2,606,667
- Administrative expenses
- $77,772
- Total expenses
- $2,684,439
- Net increase / (decrease)
- $4,355,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silicon Valley Retirement Services | NONE | $52,267 | not reported in the loaded dataset | 2023 |
| Riversedge Adv Ret Solutions, LLC | NONE | $15,681 | not reported in the loaded dataset | 2023 |
| Mid Atlantic Trust Company | NONE | $9,824 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Appdirect
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Silicon Valley Retirement Services — Schedule C compensation
- Riversedge Adv Ret Solutions, LLC — Schedule C compensation
- Mid Atlantic Trust Company — Schedule C compensation