Aptura Group Inc., 401(K) Plan — Form 5500 plan (Aptura 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, Aptura Group Inc., 401(K) Plan is a benefit plan reported by Aptura Group, Inc. under EIN 87-0850201 and plan number 002. The latest loaded filing year is 2023. The filing reports 309 participants and $10,420,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aptura Group, Inc.
EIN
87-0850201
Plan number
002
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
309
End-of-year plan assets
$10,420,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023309H, C20241015092403NAL0016053619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,420,281
Total liabilities (EOY)
$26,303
Net assets (EOY)
$10,393,978
Net assets (BOY)
$8,475,217

Income & contributions

Employer contributions
$207,666
Participant contributions
$1,019,326
Total contributions
$1,280,805
Total income / additions
$2,966,637

Expenses & distributions

Benefits paid
$995,778
Administrative expenses
$52,098
Total expenses
$1,047,876
Net increase / (decrease)
$1,918,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
InvstNONE$31,814not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$18,046not reported in the loaded dataset2023
Charles Schwab BankNONE$2,238$02023

Related Form 5500 pages