Applied Consultants, Inc. 401(K) Plan — Form 5500 plan (Applied Consultants, 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, Applied Consultants, Inc. 401(K) Plan is a benefit plan reported by Applied Consultants, Inc. under EIN 75-2383869 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $16,154,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applied Consultants, Inc.
EIN
75-2383869
Plan number
001
Plan type
2
Location
Longview, TX
Latest filing year
2023
Participants
328
End-of-year plan assets
$16,154,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241015144309NAL0016653859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,154,511
Total liabilities (EOY)
$0
Net assets (EOY)
$16,154,511
Net assets (BOY)
$12,488,110

Income & contributions

Employer contributions
$666,518
Participant contributions
$1,510,026
Total contributions
$2,176,544
Total income / additions
$4,903,073

Expenses & distributions

Benefits paid
$1,195,093
Administrative expenses
$41,579
Total expenses
$1,236,672
Net increase / (decrease)
$3,666,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$36,605not reported in the loaded dataset2023
Matrix Trust CompanyNONE$4,974not reported in the loaded dataset2023

Related Form 5500 pages