Apla Health & Wellness 403(B) Plan — Form 5500 plan (Apla Health & Wellness)
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, Apla Health & Wellness 403(B) Plan is a benefit plan reported by Apla Health & Wellness under EIN 84-1661910 and plan number 001. The latest loaded filing year is 2023. The filing reports 509 participants and $19,321,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apla Health & Wellness
- EIN
- 84-1661910
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $19,321,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20240923120810NAL0015397360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,321,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,321,379
- Net assets (BOY)
- $15,832,040
Income & contributions
- Employer contributions
- $1,000,726
- Participant contributions
- $1,690,269
- Total contributions
- $2,802,898
- Total income / additions
- $6,047,173
Expenses & distributions
- Benefits paid
- $644,467
- Administrative expenses
- $151,348
- Total expenses
- $795,815
- Net increase / (decrease)
- $5,251,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Company | RECORDKEEPING | $133,471 | $0 | 2023 |
| Iron-Co -Fid-Index Comprehensive | INVEST ADVISORY | $17,863 | not reported in the loaded dataset | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $14 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apla Health & Wellness
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Nationwide Life Insurance Company — Schedule C compensation
- Iron-Co -Fid-Index Comprehensive — Schedule C compensation
- Mutual Of America Investment Corp — Schedule C compensation