Plan5500

Apogee 401(K) Plan — Form 5500 plan (Apogee Solutions, 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, Apogee 401(K) Plan is a benefit plan reported by Apogee Solutions, Inc. under EIN 54-2074565 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $3,508,805 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,508,805
Participants126Covered participants reported
Assets / participant$27.8KComputed: assets ÷ participants$27,848 (computed)
Provider compensation$26.4K4 Schedule C provider row(s)$26,362
Plan sponsor
Apogee Solutions, Inc.
EIN
54-2074565
Plan number
001
Plan type
2
Location
Chesapeake, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    126 participants · 2Sch HSch C
    View filing →
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)$3.5M total assets
Net assets$3.5MLiabilities—
Money in vs. money out
Total income / additions$1.2M
Total expenses$175.3K
Benefits paid / distributions$151.1K
Contributions
Employer$317K
Participant$280.4K
Full reported line items

Net assets

Total assets (EOY)
$3,508,805
Net assets (EOY)
$3,508,805
Net assets (BOY)
$2,465,780

Income & contributions

Employer contributions
$316,971
Participant contributions
$280,352
Total contributions
$615,432
Total income / additions
$1,218,342

Expenses & distributions

Benefits paid
$151,064
Administrative expenses
$24,253
Total expenses
$175,317
Net increase / (decrease)
$1,043,025
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.

Contribution share (employer vs. participant)
Employer 53%Participant 47%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$12.1K
    RECORDKEEPER · Direct $12.1K
  2. 2
    Merrill Lynch Pierce Fenner & Smith$10K
    INVESTMENT ADVISOR · Direct $10K
  3. 3
    Empower Advisory Group, LLC$3.1K
    INVESTMENT MGMT · Direct $3.1K
  4. 4
    Barnes Tpa & Associates, LLC$1.1K
    TPA · Direct $1.1K

What to inspect next

Frequently asked questions

Who sponsors the Apogee 401(K) Plan?
Apogee 401(K) Plan is reported as sponsored by Apogee Solutions, Inc. (EIN 54-2074565, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Apogee 401(K) Plan?
The latest Form 5500 filing year loaded for Apogee 401(K) Plan is 2023.
How many participants does Apogee 401(K) Plan report?
Apogee 401(K) Plan reports 126 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Apogee 401(K) Plan?
Apogee 401(K) Plan reports $3,508,805 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages