Apex Investments LLC
Plan context: Apex Investments LLC 401K Plan
EIN 27-5072608 • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,222,174
2024 Contributions
$29,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,222,174 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $1,222,174 | - | - |
| 2023 | 1 | 2 | $1,151,405 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $1,151,405 | - | - |
| 2022 | 1 | 2 | $1,094,612 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $1,094,612 | - | - |
| 2021 | 1 | 2 | $1,065,658 | $29,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| Apex Investments LLC 401K Plan | - | 2 | $1,065,658 | $29,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 2020 | 1 | 2 | $849,838 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $849,838 | - | - |
| 2019 | 1 | 2 | $612,463 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $612,463 | - | - |
| 2018 | 1 | 2 | $664,747 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $664,747 | - | - |
| 2017 | 1 | 2 | $598,518 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $598,518 | - | - |
| 2016 | 1 | 2 | $572,321 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $572,321 | - | - |
| 2015 | 1 | 2 | $617,662 | $0 | - |
| Apex Investments LLC 401K Plan | - | 2 | $617,662 | - | - |