Apex Insurance Group Retirement Plan — Form 5500 plan (Apex Insurance Group, 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 Insurance Group Retirement Plan is a benefit plan reported by Apex Insurance Group, Inc. under EIN 85-3796401 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $186,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apex Insurance Group, Inc.
- EIN
- 85-3796401
- Plan number
- 001
- Plan type
- 2
- Location
- Windsor, CO
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $186,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241008160859NAL0030473376001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $186,623
- Net assets (EOY)
- $186,623
- Net assets (BOY)
- $168,769
Income & contributions
- Employer contributions
- $2,664
- Participant contributions
- $2,941
- Total income / additions
- $17,932
Expenses & distributions
- Administrative expenses
- $78
- Total expenses
- $78
- Net increase / (decrease)
- $17,854
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.