Apollo, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Apollo, 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, Apollo, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Apollo, Inc. under EIN 91-1636892 and plan number 001. The latest loaded filing year is 2023. The filing reports 747 participants and $62,256,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apollo, Inc.
EIN
91-1636892
Plan number
001
Plan type
2
Location
Kennewick, WA
Latest filing year
2023
Participants
747
End-of-year plan assets
$62,256,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023747H, C20241015170123NAL0029190977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,256,747
Total liabilities (EOY)
$28,140
Net assets (EOY)
$62,228,607
Net assets (BOY)
$52,028,129

Income & contributions

Employer contributions
$2,034,746
Participant contributions
$3,674,641
Total contributions
$5,874,262
Total income / additions
$15,365,964

Expenses & distributions

Benefits paid
$4,981,646
Administrative expenses
$183,840
Total expenses
$5,165,486
Net increase / (decrease)
$10,200,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hfg Trust LLCINVESTMENT ADVISOR$105,435not reported in the loaded dataset2023
Randall & Hurley, Inc.NONE$54,107$02023
Charles Schwab Trust BankNONE$24,298$02023

Related Form 5500 pages