Aptum Technologies (Usa) Inc. 401(K) Savings Plan — Form 5500 plan (Aptum Technologies (Usa) 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, Aptum Technologies (Usa) Inc. 401(K) Savings Plan is a benefit plan reported by Aptum Technologies (Usa) Inc. under EIN 86-1070209 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $9,004,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aptum Technologies (Usa) Inc.
- EIN
- 86-1070209
- Plan number
- 001
- Plan type
- 2
- Location
- not reported in the loaded dataset
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $9,004,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241014115401NAL0026083569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,004,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,004,671
- Net assets (BOY)
- $8,002,004
Income & contributions
- Employer contributions
- $273,502
- Participant contributions
- $400,493
- Total contributions
- $790,905
- Total income / additions
- $1,983,334
Expenses & distributions
- Benefits paid
- $907,217
- Administrative expenses
- $60,162
- Total expenses
- $980,667
- Net increase / (decrease)
- $1,002,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intellicents Investment Solutions | INVESTMENT ADVISOR | $28,973 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,376 | $0 | 2023 |
| The Finway Group, LLC | CONTRACT ADMIN | $7,898 | $8,278 | 2023 |