The Act 1 Group Of Companies 401(K) Plan For Hourly Associates — Form 5500 plan (Appleone, 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, The Act 1 Group Of Companies 401(K) Plan For Hourly Associates is a benefit plan reported by Appleone, Inc. under EIN 95-2580864 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,096 participants and $28,941,480 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appleone, Inc.
EIN
95-2580864
Plan number
004
Plan type
2
Location
Glendale, CA
Latest filing year
2023
Participants
3,096
End-of-year plan assets
$28,941,480

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,096H, C20241014201220NAL0028215249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,941,480
Total liabilities (EOY)
$0
Net assets (EOY)
$28,941,480
Net assets (BOY)
$26,243,419

Income & contributions

Employer contributions
$21,992
Participant contributions
$4,351,427
Total contributions
$4,843,941
Total income / additions
$9,229,607

Expenses & distributions

Benefits paid
$6,451,658
Administrative expenses
$137,546
Total expenses
$6,592,795
Net increase / (decrease)
$2,636,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$90,810$02023
Nfp Retirement IncINVESTMENT ADVISOR$46,736not reported in the loaded dataset2023

Related Form 5500 pages