Hr Strategies 401(K) Plan — Form 5500 plan (Apmi, Inc. Dba Hr Strategies)
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, Hr Strategies 401(K) Plan is a benefit plan reported by Apmi, Inc. Dba Hr Strategies under EIN 58-2268123 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,452 participants and $33,802,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apmi, Inc. Dba Hr Strategies
- EIN
- 58-2268123
- Plan number
- 001
- Plan type
- 2
- Location
- Suwanee, GA
- Latest filing year
- 2023
- Participants
- 1,452
- End-of-year plan assets
- $33,802,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,452 | H, C | 20251202143738NAL0024513058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,802,046
- Net assets (EOY)
- $33,802,046
- Net assets (BOY)
- $26,068,934
Income & contributions
- Employer contributions
- $1,348,267
- Participant contributions
- $2,970,503
- Total contributions
- $4,427,851
- Total income / additions
- $9,192,810
Expenses & distributions
- Benefits paid
- $2,970,084
- Administrative expenses
- $360,836
- Total expenses
- $3,426,562
- Net increase / (decrease)
- $5,766,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wadley Financial Group LLC | ADVISOR | $173,126 | not reported in the loaded dataset | 2023 |
| Bluestar Ameritas | RECORDKEEPER | $91,459 | not reported in the loaded dataset | 2023 |
| Retirement Plan Administrators | TPA | $72,777 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors | 3(38) ADVISOR PROVIDER | $14,427 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co | INVESTMENT SE RVICE PROVI | $9,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apmi, Inc. Dba Hr Strategies
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Suwanee, GA
- Wadley Financial Group LLC — Schedule C compensation
- Bluestar Ameritas — Schedule C compensation
- Retirement Plan Administrators — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation
- Charles Schwab & Co — Schedule C compensation