Apex Companies, LLC 401(K) Plan — Form 5500 plan (Apex Companies, 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 Companies, LLC 401(K) Plan is a benefit plan reported by Apex Companies, LLC under EIN 52-1562320 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,515 participants and $96,032,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apex Companies, LLC
EIN
52-1562320
Plan number
001
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
1,515
End-of-year plan assets
$96,032,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,515H, C20241009152407NAL0019523249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,032,741
Total liabilities (EOY)
$0
Net assets (EOY)
$96,032,741
Net assets (BOY)
$78,180,018

Income & contributions

Employer contributions
$1,966,381
Participant contributions
$8,269,777
Total contributions
$11,973,067
Total income / additions
$25,359,270

Expenses & distributions

Benefits paid
$7,490,031
Administrative expenses
$16,516
Total expenses
$7,506,547
Net increase / (decrease)
$17,852,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks LLCADVISOR$0$205,1582023
Fidelity Investments InstitutionalRECORDKEEPER$16,516$02023

Related Form 5500 pages