Apmex 401(K) And Profit Sharing Plan — Form 5500 plan (Apmex 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, Apmex 401(K) And Profit Sharing Plan is a benefit plan reported by Apmex LLC under EIN 73-1604020 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $18,445,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apmex LLC
- EIN
- 73-1604020
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $18,445,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20240912153604NAL0004542147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,445,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,445,208
- Net assets (BOY)
- $14,579,629
Income & contributions
- Employer contributions
- $792,495
- Participant contributions
- $1,461,396
- Total contributions
- $2,382,532
- Total income / additions
- $4,975,927
Expenses & distributions
- Benefits paid
- $1,089,158
- Administrative expenses
- $21,190
- Total expenses
- $1,110,348
- Net increase / (decrease)
- $3,865,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allen, Gibbs, Houlik, L.C. | RECORDKEEPER | $19,693 | not reported in the loaded dataset | 2023 |