Aperion Care 401(K) & Profit Sharing Plan — Form 5500 plan (Aperion Care, Inc.)
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, Aperion Care 401(K) & Profit Sharing Plan is a benefit plan reported by Aperion Care, Inc. under EIN 46-5646073 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,968 participants and $7,537,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aperion Care, Inc.
- EIN
- 46-5646073
- Plan number
- 001
- Plan type
- 3
- Location
- Lincolnwood, IL
- Latest filing year
- 2023
- Participants
- 2,968
- End-of-year plan assets
- $7,537,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,968 | H, C | 20241010113957NAL0020913425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,537,059
- Total liabilities (EOY)
- $129,904
- Net assets (EOY)
- $7,407,155
- Net assets (BOY)
- $5,579,276
Income & contributions
- Employer contributions
- $221,642
- Participant contributions
- $1,272,858
- Total contributions
- $1,648,131
- Total income / additions
- $2,468,749
Expenses & distributions
- Benefits paid
- $410,957
- Administrative expenses
- $59,362
- Total expenses
- $640,870
- Net increase / (decrease)
- $1,827,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $52,817 | $0 | 2023 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY | $30,374 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services Inc | RECORDKEEPER | $7,100 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aperion Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lincolnwood, IL
- Transamerica Financial Life Ins Co — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation
- Pinnacle Financial Services Inc — Schedule C compensation