Applegate Greenfiber Acquisition, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Applegate Greenfiber Acquisition, LLC)

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, Applegate Greenfiber Acquisition, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Applegate Greenfiber Acquisition, LLC under EIN 87-3881297 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $8,249,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applegate Greenfiber Acquisition, LLC
EIN
87-3881297
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
542
End-of-year plan assets
$8,249,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023542H, C20241009152832NAL0019530865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,249,386
Total liabilities (EOY)
$0
Net assets (EOY)
$8,249,386
Net assets (BOY)
$6,980,415

Income & contributions

Employer contributions
$311,816
Participant contributions
$585,172
Total contributions
$1,069,219
Total income / additions
$2,061,006

Expenses & distributions

Benefits paid
$746,994
Administrative expenses
$45,041
Total expenses
$792,035
Net increase / (decrease)
$1,268,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServiceNONE$24,527not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$20,514$02023

Related Form 5500 pages