Apex Tool Group, LLC 401(K) Savings Plan — Form 5500 plan (Apex Tool Group, 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, Apex Tool Group, LLC 401(K) Savings Plan is a benefit plan reported by Apex Tool Group, LLC under EIN 27-1996059 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,099 participants and $269,908,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apex Tool Group, LLC
EIN
27-1996059
Plan number
001
Plan type
2
Location
Sparks, MD
Latest filing year
2023
Participants
2,099
End-of-year plan assets
$269,908,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,099H, C20241014083504NAL0025735281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$269,908,138
Total liabilities (EOY)
$0
Net assets (EOY)
$269,908,138
Net assets (BOY)
$252,096,994

Income & contributions

Employer contributions
$5,731,890
Participant contributions
$9,011,698
Total contributions
$15,666,869
Total income / additions
$57,148,724

Expenses & distributions

Benefits paid
$38,993,877
Administrative expenses
$342,879
Total expenses
$39,337,580
Net increase / (decrease)
$17,811,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$120,134not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$114,696$02023
Callan Associates IncCONSULTANT$108,049not reported in the loaded dataset2023

Related Form 5500 pages