Original filing (PDF)20250607071517NAL0036151298001

APEG 2023 INC

Name: APEG 2023 INC — Form 5500 (2024)
Creator: APEG 2023 INC

Form 5500-SF

FILING_RECEIVED

APEG 2023 INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEG 2023 INC.

Plan sponsor

Name

APEG 2023 INC

EIN

92-3965993all filings

Address

1221 BRICKELL AVE · STE 1160 · MIAMI, FL · 33131

Phone

(212) 947-3333

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ZACHARY L KAMISH CPA PA

ZACHARY L KAMISH CPA PA 401(K) PLAN

$57K · 4 participants

THE KINGSLAND COMPANY, P.C.

THE KINGSLAND COMPANY 401(K) PLAN

$57K · 3 participants

TRIPLE CROSS ACCOUNTING, LLC

TRIPLE CROSS ACCOUNTING 401(K) PLAN

$57K · 3 participants

CS ACCOUNTING & TAX SERVICES INC

CS ACCOUNTING & TAX SERVICES INC 401K PSP

$57K · 5 participants

RALEIGH INC

RALEIGH INC 401(K) PLAN & TRUST

$57K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.