· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
APPLIED CAPITAL MANAGEMENT, INC. — APPLIED CAPITAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231006131522NAL0023197569001
APPLIED CAPITAL MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
APPLIED CAPITAL MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
APPLIED CAPITAL MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
APPLIED CAPITAL MANAGEMENT, INC.
EIN
02-0441032
Address
50 NASHUA ROAD · #200 · LONDONDERRY, NH · 03053
Phone
(603) 437-5056
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
FAMILY WEALTH ADVISORY GROUP, LLC
FWAG 401(K) PLAN
$1.2M · 6 participants
JFM PLANNING SERVICES, INC.
JFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST
$1.2M · 2 participants
ANCHOR WEALTH MANAGEMENT, LLC
ANCHOR WEALTH MANAGEMENT, LLC 401K PLAN
$1.2M · 2 participants
TERRY L. DWORACZYK
TERRY L. DWORACZYK 401 (K) PLAN & TRUST
$1.2M · 4 participants
PWM, LLC.
POINT WEALTH MANAGEMENT 401(K) PLAN
$1.2M · 11 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BOSTWICK CAPITAL LLC
BOSTWICK CAPITAL LLC CASH BALANCE PLAN
$1.2M · 2 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
