Apex American Professional Exc
Plan context: Apex American Professional Exc 401(K) Profit Sharing Plan & Trust
EIN 51-0677755 • San Clemente, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$206,321
2025 Contributions
$62,222
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 21 | $206,321 | $62,222 | $2,963iApproximate average salary by contribution assumption: employee only about $74,074 at 4% or $49,383 at 6%; with 50% employer match about $49,383 at 4% or $32,922 at 6%; with 100% employer match about $37,037 at 4% or $24,691 at 6%. |
| Apex American Professional Exc 401(K) Profit Sharing Plan & Trust | - | 21 | $206,321 | $62,222 | $2,963iApproximate average salary by contribution assumption: employee only about $74,074 at 4% or $49,383 at 6%; with 50% employer match about $49,383 at 4% or $32,922 at 6%; with 100% employer match about $37,037 at 4% or $24,691 at 6%. |
| 2024 | 1 | 14 | $192,314 | $37,987 | $2,713iApproximate average salary by contribution assumption: employee only about $67,834 at 4% or $45,223 at 6%; with 50% employer match about $45,223 at 4% or $30,148 at 6%; with 100% employer match about $33,917 at 4% or $22,611 at 6%. |
| Apex American Professional Exc 401(K) Profit Sharing Plan & Trust | - | 14 | $192,314 | $37,987 | $2,713iApproximate average salary by contribution assumption: employee only about $67,834 at 4% or $45,223 at 6%; with 50% employer match about $45,223 at 4% or $30,148 at 6%; with 100% employer match about $33,917 at 4% or $22,611 at 6%. |
| 2023 | 1 | 12 | $164,595 | $47,066 | $3,922iApproximate average salary by contribution assumption: employee only about $98,054 at 4% or $65,369 at 6%; with 50% employer match about $65,369 at 4% or $43,580 at 6%; with 100% employer match about $49,027 at 4% or $32,685 at 6%. |
| Apex American Professional Exc 401(K) Profit Sharing Plan & Trust | - | 12 | $164,595 | $47,066 | $3,922iApproximate average salary by contribution assumption: employee only about $98,054 at 4% or $65,369 at 6%; with 50% employer match about $65,369 at 4% or $43,580 at 6%; with 100% employer match about $49,027 at 4% or $32,685 at 6%. |
| 2020 | 1 | 10 | $42,050 | $34,229 | $3,423iApproximate average salary by contribution assumption: employee only about $85,573 at 4% or $57,048 at 6%; with 50% employer match about $57,048 at 4% or $38,032 at 6%; with 100% employer match about $42,786 at 4% or $28,524 at 6%. |
| Apex American Professional Exc 401(K) Profit Sharing Plan & Trust | - | 10 | $42,050 | $34,229 | $3,423iApproximate average salary by contribution assumption: employee only about $85,573 at 4% or $57,048 at 6%; with 50% employer match about $57,048 at 4% or $38,032 at 6%; with 100% employer match about $42,786 at 4% or $28,524 at 6%. |