How big is Apptree Software Inc.'s plan?

Apptree Software Inc.'s plan reported $407K in assets and 6 participants for 2024.

Original filing (PDF)20250717141205NAL0000680402001

Apptree Software Inc.

Name: Apptree Software Inc. — Apptree Software 401(k) Plan, Form 5500 (2024)
Creator: Apptree Software Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apptree Software 401(k) Plan

401(k) retirement plan · Apptree Software Inc.'s Apptree Software 401(k) Plan held $407K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

People on this filing

Marcus Bowie signed Apptree Software Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Apptree Software Inc.'s EIN is 47-5023212.

EIN 47-5023212

Plan number 001

Plan year 2024

ACK ID 20250717141205NAL0000680402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apptree Software Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apptree Software Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPTREE SOFTWARE 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