Apex Tool Group, LLC Pension Plan For Apex Bargaining Unit Employees In Dayton, Oh — 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 Pension Plan For Apex Bargaining Unit Employees In Dayton, Oh is a benefit plan reported by Apex Tool Group LLC under EIN 27-1996059 and plan number 046. The latest loaded filing year is 2023. The filing reports 355 participants and $14,352,400 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.4MPlan net assets, end of year$14,352,400
Participants355Covered participants reported
Assets / participant$40.4KComputed: assets ÷ participants$40,429 (computed)
Provider compensation$97.9K2 Schedule C provider row(s)$97,892
- Plan sponsor
- Apex Tool Group LLC
- EIN
- 27-1996059
- Plan number
- 046
- Plan type
- 2
- Location
- Sparks, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241014090538NAL0014676323001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $14,352,400
- Net assets (EOY)
- $14,352,400
- Net assets (BOY)
- $13,412,936
Income & contributions
- Total income / additions
- $2,149,588
Expenses & distributions
- Benefits paid
- $909,932
- Administrative expenses
- $300,192
- Total expenses
- $1,210,124
- Net increase / (decrease)
- $939,464
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | TRUSTEE | $58,333 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $39,559 | $0 | 2023 |