Plan5500

Apex Innovative Sciences, Inc. 401(K) Plan — Form 5500 plan (Apex Innovative Sciences, 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, Apex Innovative Sciences, Inc. 401(K) Plan is a benefit plan reported by Apex Innovative Sciences, Inc. under EIN 84-2814631 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $8,561,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apex Innovative Sciences, Inc.
EIN
84-2814631
Plan number
001
Plan type
3
Location
Garden Grove, CA
Latest filing year
2023
Participants
506
End-of-year plan assets
$8,561,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20241011132605NAL0010963491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,561,802
Total liabilities (EOY)
$0
Net assets (EOY)
$8,561,802
Net assets (BOY)
$8,597,663

Income & contributions

Participant contributions
$45
Total contributions
$45
Total income / additions
$1,262,835

Expenses & distributions

Benefits paid
$1,219,051
Administrative expenses
$57,291
Total expenses
$1,298,696
Net increase / (decrease)
-$35,861

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Waterford Group LLCINVESTMENT ADVISOR$15,425not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$13,450$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,604not reported in the loaded dataset2023
National Benefit Services, LLCCONTRACT ADMIN$3,120not reported in the loaded dataset2023
Raymond JamesINVESTMENT ADVISOR$1,410not reported in the loaded dataset2023

Related Form 5500 pages