Department of Labor filing

APPLEONE, INC.

THE ACT 1 GROUP OF COMPANIES 401(K) PLAN FOR SPECIALTY ASSOCIATES · For the plan year ended Dec 31, 2023

Public filing 2023 · received Dec 16, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

37filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

Reported employer contributions per active participant.

Higher than about 16% of comparable plans

#People in the filing

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$22 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 86% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202337out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions16th percentileTypical peer $2,252 · based on 96 comparable plans

Lower reported administrative expense86th percentileTypical peer $106 · based on 112 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, APPLEONE, INC. reported $0 in employer contributions across the plan and 38 active participants. That works out to $0 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy23%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 100.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 93.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context37/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $0
Participant contributions: $162,336
Other contributions: $0
Employer share of reported contributions: 0.0%
Beginning assets: $4,964,985
Ending assets: $5,453,908
Ending net assets: $5,453,908
Ending liabilities: $0
Total income: $966,988
Total expenses: $478,065
Administrative expenses: $22,892
Participant loans: $3,647

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$11

2023

Plan-paid administrative expenses per participant

2022

$11

2023

$22

Active participants

2022

912

2023

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$0	38	5.5M	20241216181555NAL0001421105001
2022	$11	912	5M	20231016192022NAL0077896834001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 952580864-005

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 28, 2008
Industry: Administrative and support services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2F2G2K3H2T

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Filing ACK_ID20241216181555NAL0001421105001

Data sourceDOL Form 5500 bulk data ↗

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