Applegreen Us Retirement Plan — Form 5500 plan (Applegreen Companies)

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, Applegreen Us Retirement Plan is a benefit plan reported by Applegreen Companies under EIN 57-0744703 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,971 participants and $16,318,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applegreen Companies
EIN
57-0744703
Plan number
001
Plan type
2
Location
Lexington, SC
Latest filing year
2023
Participants
3,971
End-of-year plan assets
$16,318,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,971H, C20250416103827NAL0002219283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,318,551
Total liabilities (EOY)
$0
Net assets (EOY)
$16,318,551
Net assets (BOY)
$12,280,210

Income & contributions

Employer contributions
$1,234,983
Participant contributions
$2,688,242
Total contributions
$4,189,037
Total income / additions
$6,174,438

Expenses & distributions

Benefits paid
$2,058,858
Administrative expenses
$43,990
Total expenses
$2,136,097
Net increase / (decrease)
$4,038,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,060$02023
Mma Securities LLCADVISOR$8,930not reported in the loaded dataset2023

Related Form 5500 pages