Plan5500

Applied Card Systems, Inc. 401(K) Retirement/Savings Plan — Form 5500 plan (Applied Card Systems, 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, Applied Card Systems, Inc. 401(K) Retirement/Savings Plan is a benefit plan reported by Applied Card Systems, Inc. under EIN 51-0302476 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $17,495,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applied Card Systems, Inc.
EIN
51-0302476
Plan number
001
Plan type
2
Location
Boca Raton, FL
Latest filing year
2023
Participants
230
End-of-year plan assets
$17,495,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20241001141427NAL0013994082001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,495,441
Total liabilities (EOY)
$0
Net assets (EOY)
$17,495,441
Net assets (BOY)
$15,525,073

Income & contributions

Employer contributions
$1,291
Participant contributions
$728,832
Total contributions
$730,697
Total income / additions
$3,168,268

Expenses & distributions

Benefits paid
$1,122,198
Administrative expenses
$75,702
Total expenses
$1,197,900
Net increase / (decrease)
$1,970,368

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bdo Usa, LlpAUDITOR$34,125not reported in the loaded dataset2023
Kathmere Capital Management LLCINVESTMENT ADVISOR$27,188not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$14,389$02023

Related Form 5500 pages