How big is Applied Capital Management, Inc.'s plan?

Applied Capital Management, Inc.'s plan reported $1.2M in assets and 3 participants for 2022.

Original filing (PDF)20231006131522NAL0023197569001

Applied Capital Management, Inc.

Name: Applied Capital Management, Inc. — Applied Capital, Form 5500 (2022)
Creator: Applied Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applied Capital Management, Inc. 401(k) Plan

401(k) retirement plan · Applied Capital Management, Inc.'s Applied Capital Management, Inc. 401(k) Plan held $1.2M in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Applied Capital Management, Inc.'s EIN is 02-0441032.

EIN 02-0441032

Plan number 001

Plan year 2022

ACK ID 20231006131522NAL0023197569001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Applied Capital Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Applied Capital Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED CAPITAL MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score