Apalachee Center, Inc. Retirement Plan — Form 5500 plan (Apalachee Center, 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, Apalachee Center, Inc. Retirement Plan is a benefit plan reported by Apalachee Center, Inc. under EIN 59-1162148 and plan number 002. The latest loaded filing year is 2023. The filing reports 524 participants and $12,103,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apalachee Center, Inc.
- EIN
- 59-1162148
- Plan number
- 002
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $12,103,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20250414130518NAL0001714225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,103,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,103,426
- Net assets (BOY)
- $10,666,237
Income & contributions
- Employer contributions
- $872,161
- Total contributions
- $872,161
- Total income / additions
- $2,379,205
Expenses & distributions
- Benefits paid
- $832,750
- Administrative expenses
- $109,266
- Total expenses
- $942,016
- Net increase / (decrease)
- $1,437,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $41,524 | $0 | 2023 |
| One Digital Investment Advisors | NONE | $40,376 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors Co. | NONE | $21,256 | not reported in the loaded dataset | 2023 |
| Next Capital Group, Inc. | NONE | $6,110 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apalachee Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Ascensus LLC — Schedule C compensation
- One Digital Investment Advisors — Schedule C compensation
- Resources Investment Advisors Co. — Schedule C compensation
- Next Capital Group, Inc. — Schedule C compensation