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| Plan Name | APPLE GROWTH PARTNERS WRAP BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | APPLE GROWTH PARTNERS |
| Employer identification number (EIN): | 341082617 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-07-01 | JANET L. WILLIAMS | 2024-01-24 | ||
| 501 | 2021-07-01 | JANET L. WILLIAMS | 2023-01-27 |
| Measure | Date | Value |
|---|---|---|
| 2022: APPLE GROWTH PARTNERS WRAP BENEFIT PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-07-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 110 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 110 |
| Number of employers contributing to the scheme | 2022-07-01 | 0 |
| 2021: APPLE GROWTH PARTNERS WRAP BENEFIT PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-07-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 115 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 115 |
| Number of employers contributing to the scheme | 2021-07-01 | 0 |
| 2022: APPLE GROWTH PARTNERS WRAP BENEFIT PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: APPLE GROWTH PARTNERS WRAP BENEFIT PLAN 2021 form 5500 responses | ||
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | First time form 5500 has been submitted | Yes |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) | |||||||||||||||||||||||||||||||||||||
| Policy contract number | W50021 | ||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||
| Policy contract number | 540398 | ||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||
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| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) | |||||||||||||||||||||||||||||||||||||
| Policy contract number | W50021 | ||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||
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